# Best Disclosure Management Software

  *By [Lauren Worth](https://research.g2.com/insights/author/lauren-worth)*

   Researched and written by [Gabriel Gheorghiu](https://research.g2.com/insights/author/gabriel-gheorghiu)

Disclosure management software simplifies compliance tasks by consolidating regulatory information and maintaining a centralized repository of documents for regulatory filings.

Designed for compliance professionals, the software facilitates the creation, organization, and sharing of statements and reports. It aims to automate workflows, encourage collaboration, and enhance the transparency of disclosure activities.

Professionals use disclosure management software to efficiently share reports and documents with managers, executives, and board members. The tool also aids in generating regulatory documents for governmental institutions and external auditors.

Disclosure management software comes in different variations and is offered as part of governance, risk, and compliance suites or as a standalone solution. Some products focus on financial disclosure, while others cater to non-financial departments. Integration capabilities are standard, so the software connects to ERP systems, accounting software, and corporate performance management products.

**Best Disclosure Management software at a glance:**

- **Best for small business:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) 
- **Best for mid-market:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) 
- **Best for enterprise:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) 
- **Best by G2 user satisfaction:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) 
- **Best free/free trial:** [Semansys](https://www.g2.com/products/semansys/reviews) 

These software solutions are ranked using an algorithm that calculates customer satisfaction and market presence based on reviews from our user community. For more information, please check out [G2’s Research Scoring Methodology](https://documentation.g2.com/docs/research-scoring-methodologies).

To qualify for inclusion in the Disclosure Management category, a product must:

- Provide generic and industry-specific templates for documents and reports 
- Deliver workflows to streamline and optimize disclosure processes 
- Match and map information from multiple data sources 
- Maintain versions and audit trails for documents and reports 
- Track certifications related to disclosure management 
- Allow external users to access documents and reports 
- Automatically generate and update reports at predefined intervals 





## Category Overview

**Total Products under this Category:** 50


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,100+ Authentic Reviews
- 50+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Best Disclosure Management Software At A Glance

- **Leader:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews)
- **Highest Performer:** [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews)
- **Easiest to Use:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews)
- **Top Trending:** [Certent Disclosure Management](https://www.g2.com/products/certent-disclosure-management/reviews)
- **Best Free Software:** [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews)

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Workiva](https://www.g2.com/products/workiva-workiva/reviews)
  Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2,112

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Workiva](https://www.g2.com/sellers/workiva)
- **Company Website:** https://www.workiva.com
- **Year Founded:** 2008
- **HQ Location:** Ames, Iowa
- **Twitter:** @Workiva (5,296 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/732400/ (3,266 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Reporting Manager, Senior Accountant
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 57% Enterprise, 28% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (439 reviews)
- Collaboration (238 reviews)
- Team Collaboration (215 reviews)
- Features (211 reviews)
- Efficiency (180 reviews)

**Cons:**

- Missing Features (148 reviews)
- Limited Functionality (102 reviews)
- Learning Curve (96 reviews)
- Learning Difficulty (94 reviews)
- Limitations (89 reviews)

  ### 2. [Oracle Hyperion Disclosure Management](https://www.g2.com/products/oracle-hyperion-disclosure-management/reviews)
  Oracle Hyperion Disclosure Management enables you to manage the creation of XBRL and inline XBRL (iXBRL) documents. Featuring deep integration with existing Oracle Hyperion financial reporting tools, it provides an easy and straightforward approach to XBRL reporting.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 17

**User Satisfaction Scores:**

- **Ease of Use:** 8.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 7.9/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (827,310 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Reviewer Demographics:**
  - **Company Size:** 47% Enterprise, 29% Small-Business


  ### 3. [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)
  The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 70

**User Satisfaction Scores:**

- **Ease of Use:** 7.9/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.7/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** https://www.wolterskluwer.com/en
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters_Kluwer (17,830 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (21,934 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Banking, Insurance
  - **Company Size:** 56% Enterprise, 27% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (6 reviews)
- Efficiency (6 reviews)
- Features (6 reviews)
- Reporting (5 reviews)
- Data Management (4 reviews)

**Cons:**

- Learning Curve (4 reviews)
- Learning Difficulty (4 reviews)
- Complexity (3 reviews)
- Complex Usability (3 reviews)
- Complex Setup (2 reviews)

  ### 4. [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews)
  IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL reporting requirements. IRIS CARBON® is used for the regulatory reporting requirements of over 6000 companies and is being used for regulatory reporting requirements in the following countries: USA : Securities and Exchange Commission XBRL reporting since 2009 and iXBRL reporting since 2017; Federal Energy Regulatory Commission XBRL reporting since 2021 UK : Her Majesty's Revenue and Custom, iXBRL reporting since 2011-12 India : Ministry of Corporate Affairs, XBRL reporting since 2011 Ireland : Commissioners of Revenue iXBRL reporting since 2012-13 Italy: InfoCamere XBRL reporting since 2014-15 Europe : European Securities Markets Authority (ESMA)-ESEF iXBRL reporting since 2019 South Africa : Companies and Intellectual Property Commission's iXBRL reporting since 2018 IRIS CARBON® is a SOC-certified, intuitive, and feature-rich SaaS platform that collates data from multiple source systems so teams can efficiently combine data and narrative to generate financial and regulatory compliance reports. IRIS CARBON®, as a product, was launched in 2014 and is being used by several thousands of customers globally. With our deep hands-on expertise in XBRL and iXBRL around the globe, IRIS has been consistently topping the XBRL quality charts published by several independent quality evaluators, with our strong technology and XBRL expertise.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 100

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.9/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [IRIS Business Services Limited](https://www.g2.com/sellers/iris-business-services-limited)
- **Year Founded:** 2005
- **HQ Location:** Mumbai, IN
- **Twitter:** @iris_carbon (104 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/showcase/iris-carbon1/?originalSubdomain=in (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 40% Mid-Market, 32% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (11 reviews)
- Ease of Use (5 reviews)
- Efficiency Improvement (5 reviews)
- Helpful (5 reviews)
- Team Collaboration (4 reviews)

**Cons:**

- Confusing Interface (2 reviews)
- Inconsistency (2 reviews)
- Upload Issues (2 reviews)
- Bugs (1 reviews)
- Complex Features (1 reviews)

  ### 5. [Ethico](https://www.g2.com/products/ethico/reviews)
  Empowering the Ethics & Compliance and HR industries for more than 25 years, Ethico provides a suite of solutions that help companies manage risk and reinforce their healthy cultures. From whistleblower and case management software that saves time, to employee screening and monitoring services that actually work, to e-learning that doesn't suck, we focus on the human element to Make The World A Better Workplace. We’ve provided HR & compliance solutions that serve over 8,000,000 million employees in 100+ countries. We have helped E&C leaders investigate nearly 10 million reports, offering employees the industry’s leading-edge tools to report unethical or illegal behavior free from retaliation.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 65

**User Satisfaction Scores:**

- **Ease of Use:** 9.3/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Ethico](https://www.g2.com/sellers/ethico)
- **Company Website:** https://ethico.com/
- **Year Founded:** 1997
- **HQ Location:** Charlotte, NC
- **Twitter:** @OfficialEthico (121 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/officialethico (114 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Chief Compliance Officer
  - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
  - **Company Size:** 48% Enterprise, 41% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (16 reviews)
- Helpful (13 reviews)
- Ease of Use (10 reviews)
- Compliance Management (6 reviews)
- Implementation Ease (6 reviews)

**Cons:**

- Complex Navigation (1 reviews)
- Difficult Learning (1 reviews)
- Initial Difficulty (1 reviews)
- Learning Curve (1 reviews)
- Poor Reporting (1 reviews)

  ### 6. [SAP Disclosure Management](https://www.g2.com/products/sap-disclosure-management/reviews)
  The software helps you efficiently manage the final step of your financial close, from preparing and publishing financial statements and XBRL reports, to ensuring compliance with IFRS, GAAP, and other country-specific accounting standards.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,227 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,341 employees on LinkedIn®)
- **Ownership:** NYSE:SAP

**Reviewer Demographics:**
  - **Company Size:** 36% Mid-Market, 36% Small-Business


  ### 7. [Lucanet](https://www.g2.com/products/lucanet/reviews)
  Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 52

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.7/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag)
- **Year Founded:** 1999
- **HQ Location:** Berlin, Germany
- **Twitter:** @LucaNet (722 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (911 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CFO
  - **Top Industries:** Financial Services, Accounting
  - **Company Size:** 53% Mid-Market, 32% Small-Business


  ### 8. [SAI360](https://www.g2.com/products/sai360/reviews)
  SAI360's GRC Platform brings together ethics, governance, risk, and compliance management for a more powerful perspective. Leverage the most connected platform and industry-leading content to manage risk from every angle. • Start quick with solutions built upon industry best practices • Scale as needed with the ability to customize • Gain insight and share easily with analytics and reporting • Engage employees with interactive training • Offer learning in the flow of work for maximum impact • Access support from an industry leader with 25+ years of expertise Insights from the SAI360 team: https://www.sai360.com/


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 112

**User Satisfaction Scores:**

- **Ease of Use:** 7.5/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.2/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [SAI360](https://www.g2.com/sellers/sai360)
- **Company Website:** https://www.sai360.com/
- **Year Founded:** 2003
- **HQ Location:** Chicago, US
- **Twitter:** @SAI_Compliance (2,045 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sai360/ (434 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Financial Services
  - **Company Size:** 68% Enterprise, 31% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (14 reviews)
- Customer Support (9 reviews)
- Risk Management (9 reviews)
- Customizability (8 reviews)
- Compliance (7 reviews)

**Cons:**

- Difficult Learning (8 reviews)
- Learning Curve (8 reviews)
- Steep Learning Curve (8 reviews)
- Expensive (7 reviews)
- Not Intuitive (6 reviews)

  ### 9. [Ideagen Disclose](https://www.g2.com/products/ideagen-disclose/reviews)
  Ideagen Disclose is an automated accounts disclosure checklist tool that cuts the risk of non-compliance. It gives accountants and auditors a more efficient way to tailor, review, and approve financial and ESG disclosures. Users save time and produce more accurate statements because they only see the disclosures specific to their entity. Produced by experienced audit professionals, Ideagen Disclose features up-to-date and accurate checklists. Coverage includes US GAAP, international standards such as AIFRS and IFRS, and a full range of UK FRS checklists. Checklists are reusable while still retaining data for the previous entity, and aspects of the checklists can be rolled forward for later use. Advanced filtering can reveal areas such as unanswered questions and problem areas, making it easier to check the progress and quality of activity. Ideagen Disclose uses automation and pre-section answering to remove time-consuming manual work. Multiple people can work on disclosures at the same time, comments can be added, and reviews can be performed at each stage of the checklist.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 15

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen)
- **Year Founded:** 2000
- **HQ Location:** Ruddington, Nottingham
- **Twitter:** @Ideagen_ (2,175 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2280940 (1,311 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 33% Enterprise, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Efficiency (1 reviews)
- Real-time Updates (1 reviews)
- Reporting (1 reviews)
- Target Identification (1 reviews)


  ### 10. [DataTracks Rainbow](https://www.g2.com/products/datatracks-rainbow/reviews)
  DataTracks is a well-known global leader that offers clients all over the world financial reporting solutions. DataTracks provides a wide range of services and solutions focused at optimizing the financial reporting process, with a strong presence in important regions including the USA, United Kingdom, Ireland, Europe, South Africa, Singapore, India, and Malaysia. They provide automated compliance and regulatory report preparation in HTML, XBRL, and iXBRL formats through their cloud-based solutions. DataTracks easily harvests data from systems using cutting-edge technology, enabling the automation of report development. Their teamwork method makes sure that narratives are developed with the help of stakeholders, guaranteeing correctness and comprehensiveness. With 20+ years in the business, DataTracks has established a solid name and a loyal customer. They provide services in 26 countries, have served over 23,400 clients, and have generated an astounding 348,000 reports. Their track record demonstrates their knowledge, dependability, and dedication to financial reporting excellence. Whether you run a small business or a large organization, DataTracks has solutions that are specifically designed to match your specific reporting requirements. They are a top option for companies looking for effective and legal financial reporting solutions due to their wide worldwide reach and cutting-edge technology. Select DataTracks to benefit from the innovation, automation, and unrivaled knowledge that can streamline your financial reporting process. Let's see how DataTracks provides support for each of these areas: USA DataTracks offers services and a software solution called "DataTracks Rainbow" to help companies meet SEC regulations for a variety of forms, including 10K, 10Q, 8K, 20F, 40F, 485BPOS, 497, 497K, S1 (registration statements for corporates), and N-1A (registration statements for mutual funds). The tagging procedure makes use of the most recent XBRL taxonomy that has been certified by the SEC, assuring proper conversion to XBRL or iXBRL. With their flagship product, "Glacier," which is based on the Data Point Model (DPM), DataTracks also satisfies FERC (Federal Energy Regulatory Commission) reporting standards. Glacier has expanded to meet FERC reporting requirements after initially being popular among insurance businesses and financial institutions in the European Union for XBRL regulatory compliance reports. The Data Act and FTA are two additional rules that apply to USA areas. United Kingdom iXBRL Tagging Services are provided by DataTracks to meet UK HMRC compliance needs. To ensure accurate and effective reporting, they specialize in painstakingly labeling financial statements, tax calculations, and other pertinent financial data. Additionally, DataTracks offers CT600 filing services, expediting the process and guaranteeing accurate CT600 form creation and submission to HMRC. Additionally, they provide Making Tax Digital (MTD) for VAT bridging software, which streamlines the filing of VAT returns and guarantees adherence to MTD rules. Ireland: DataTracks offers complete solutions for compliance with Irish Revenue requirements to businesses in Ireland. They provide conformance to Irish reporting rules by facilitating accurate and effective translation of financial statements into iXBRL format. Europe: DataTracks complies with a variety of standards in Europe as a premier supplier of all-inclusive solutions for financial reporting and regulatory compliance. ESEF reporting, AIFMD reporting, CRD IV reporting, Solvency II reporting, MiFID II reporting, and ESG reporting are among the services they provide. South Africa: iXBRL software and services are provided by DataTracks to assist qualified businesses in creating compliance reports for CIPC filing. For in-house iXBRL report preparation and filing, they provide iXBRL conversion and tagging services as well as a cloud-based iXBRL software solution. Singapore: In Singapore, DataTracks provides XBRL tagging services for ACRA filing. They help businesses transform their financial statements into the XBRL format that ACRA mandates for all Singapore-incorporated businesses. Companies can get assistance from DataTracks' team of knowledgeable XBRL specialists in meeting ACRA's filing requirements. India: In India, DataTracks assists businesses in adhering to the demanding standards set by the Ministry of Corporate Affairs (MCA). They provide managed tagging and XBRL conversion services, enabling the conversion of financial statements from several formats into XBRL and guaranteeing MCA compliance. Malaysia: Companies in Malaysia can use DataTracks' assistance to create XBRL reports that adhere to the reporting requirements established by the Companies Commission of Malaysia (SSM). Their XBRL preparation and tagging services guarantee precise, error-free, and effective compliance. Global: Country-by-Country Reporting (CbCR) software and services are available from DataTracks in their entirety. They are experts in creating CbCR XML reports for submission to more than 20 international tax agencies. Additionally, DataTracks offers professional FATCA reporting services, such as data collection, form preparation, XML filing with more than 20 tax authorities, and assuring IRS compliance. They provide a quick and secure reporting procedure, letting companies concentrate on what they do best. Visit https://www.datatracks.com/ to discover more about DataTracks and their services.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 35

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [DataTracks](https://www.g2.com/sellers/datatracks)
- **Company Website:** https://www.datatracks.com
- **Year Founded:** 2005
- **HQ Location:** Singapore, Singapore
- **Twitter:** @DataTracks (2,940 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1043314/ (517 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Accounting
  - **Company Size:** 37% Mid-Market, 37% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (5 reviews)
- Customer Support (4 reviews)
- Reporting (3 reviews)
- Simple (2 reviews)
- Staff Expertise (2 reviews)

**Cons:**

- Learning Curve (2 reviews)
- Poor Customer Support (2 reviews)
- Slow Loading (2 reviews)
- Slow Performance (2 reviews)
- Slow Speed (2 reviews)

  ### 11. [Certent Disclosure Management](https://www.g2.com/products/certent-disclosure-management/reviews)
  Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect enterprise data from different sources and dynamically integrate those numbers with narrative analysis in a controlled, auditable, Microsoft Office environment. Employ high-volume tagging and roll-forward functionality to comply with global XBRL and In-line XBRL mandates. CDM’s High-Definition (HD) Reporting provides a superior quality viewing experience over any other solution on the market. CDM delivers increased control over financial documents and eliminates manual processes. CDM enables users to create internal and external financial reports in the apps your team knows best – Excel, Word and PowerPoint – while complying with XBRL requirements, and ensuring SEC filings are quick and easy. Ensure accuracy by creating reports that update when the source data changes — across all the tabular, graphical, and narrative sections of the report. Build and enforce intelligent processes with integrated controls, compliance checklists, and full audit trail functionality to reduced risk and bottlenecks.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 23

**User Satisfaction Scores:**

- **Ease of Use:** 8.2/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware (802 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 52% Enterprise, 30% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Efficiency Improvement (1 reviews)

**Cons:**

- Slow Processing (2 reviews)
- Formatting Issues (1 reviews)
- Lack of Training (1 reviews)
- Learning Curve (1 reviews)
- Limited Customization (1 reviews)

  ### 12. [Jambo](https://www.g2.com/products/jambo/reviews)
  Jambo is a stakeholder relationship management (SRM) software solution designed to help organizations and governments centralize, manage, and report on all information related to engagement and consultation. Jambo is designed for teams and organizations that need to securely and effectively manage their communications and relationship history with external parties such as stakeholders, Indigenous groups, community members, regulators, and government agencies. Typical users include government teams and organizations operating in regulated industries, such as infrastructure development, renewable energy, utilities management, healthcare, and resource development (e.g., mining and oil and gas), where tracking all interactions, understanding project progress, and reporting on everything are essential. By consolidating engagement and consultation information into a single, secure platform, Jambo eliminates the need for multiple spreadsheets and disparate systems, ensuring seamless tracking and the safe, reliable retention of information. Its features streamline collaboration and make managing engagement and consultation faster and easier throughout the entire project lifecycle. Key features and benefits include: - Centralized data management: Store contact details, records of communication and activities, issues, and commitments in one unified platform for easy yet secure access, searching, and reporting. - Comprehensive engagement tracking: Easily log every touchpoint, including emails, meetings, phone calls, and more, to create a transparent and auditable history of engagement. - Integrated reporting tools: Generate summary reports like project progress reports or comprehensive reports to fulfill consultation regulatory requirements in seconds. - Issues and commitments management: Log, prioritize, assign tasks, and monitor every concern raised and promise made to stakeholders to ensure no feedback or obligation is overlooked. - Secure and safe platform: Rest assured that your data is protected with advanced security features trusted by leading organizations and governments worldwide. - Jambo Secure AI: Jambo Secure AI is a secure suite of AI-powered tools that helps teams work faster, automate routine tasks, and uncover insights from their engagement data; without ever training on customer data. With an intuitive interface and fast data input methods, Jambo enables organizations and governments to easily collaborate and maintain comprehensive records of engagement, reduce risks, and be better equipped to meet regulatory requirements, making it an indispensable tool for any team focused on effective engagement or consultation and building strong trust-based relationships with their stakeholders.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.6/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Jambo](https://www.g2.com/sellers/jambo)
- **Year Founded:** 2018
- **HQ Location:** Edmonton, Alberta, CA
- **Twitter:** @JamboHQ (304 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/jambohq/ (35 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 57% Small-Business, 21% Mid-Market


  ### 13. [COI RiskManager](https://www.g2.com/products/coi-riskmanager/reviews)
  COI RiskManager is a powerful web-based solution that efficiently captures disclosures, automatically identifies potential conflicts, and provides reviewer workflows to quickly mitigate issues for any size organization, across many industries.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 22

**User Satisfaction Scores:**

- **Ease of Use:** 8.5/10 (Category avg: 8.8/10)
- **Quality of Support:** 7.9/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Osprey Compliance Software](https://www.g2.com/sellers/osprey-compliance-software)
- **HQ Location:** Waltham, MA 02451, US
- **Twitter:** @OspreySoftware (83 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/osprey-software-development/ (81 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 41% Small-Business, 36% Mid-Market


  ### 14. [Quartex Governance, Risk and Compliance](https://www.g2.com/products/quartex-governance-risk-and-compliance/reviews)
  Simplify obligation and communication management to ensure compliance and stakeholder satisfaction with INX InForm. Obligations, stakeholder and issues management is a critical component to the successful delivery of projects and ensuring organisations remain compliant, sustainable and socially responsible. Obligations are made up of a variety of commitments that a particular project or company must adhere to throughout the lifecycle of its operations. Obligations can be in the form of licenses, permits, approvals, proposals or tenements. These obligations are associated with extensive commitments by which a failure to adhere to can result in penalties that have the potential to significantly threaten the prosperity of the project and sometimes the company as a whole. Stakeholders are made up of individuals, investors, governing bodies, industry groups and other external organisations in the wider community who have influence on a project or operations.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Quality of Support:** 7.9/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Quartex](https://www.g2.com/sellers/quartex-257b25fc-8b6e-476a-8fb0-01f1055eed65)
- **Year Founded:** 2000
- **HQ Location:** West Perth, Australia
- **LinkedIn® Page:** https://www.linkedin.com/company/quartexsoftware/ (210 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 49% Small-Business, 29% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Ease of Use (1 reviews)
- Features (1 reviews)
- Integrations (1 reviews)
- Reporting (1 reviews)

**Cons:**

- Complex Setup (1 reviews)
- Expensive (1 reviews)
- Learning Curve (1 reviews)

  ### 15. [NAVEX One](https://www.g2.com/products/navex-one/reviews)
  The NAVEX One Governance, Risk and Compliance Information System (GRC-IS) enables you to create a stronger corporate culture backed by business integrity because it unifies your risk and compliance program into one holistic solution. Employees and program managers have one place to go to manage their specific compliance tasks related to policies, training, and disclosures. It also lets you deliver 24/7 hotline and incident management analysis, IT and operational risk management, as well as managing your onboarding and ongoing screening and monitoring of third parties. This provides a comprehensive view of your GRC program that manages all types of risks that come from doing business such as employee actions, constantly changing regulations, and global events. And as thought leaders with experience handling the data of thousands of customers, we know how to improve the bottom line with compliance and valuable organizational insights by Identifying and isolating risk-signal data to mitigate future risk and drive better decision-making. From this, we help you to meet regulations, sustain a strong business and culture, address risk and demonstrate value to your employees, stakeholders, and communities worldwide. Designed to automate and streamline critical functions and trusted by more than 15,000 customers, NAVEX One helps you deliver the outcomes that matter most.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 79

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Quality of Support:** 7.7/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [NAVEX](https://www.g2.com/sellers/navex)
- **Company Website:** https://www.navex.com
- **Year Founded:** 2012
- **HQ Location:** Lake Oswego, OR
- **Twitter:** @NAVEXInc (4,059 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2632918/ (1,469 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Hospital & Health Care
  - **Company Size:** 51% Enterprise, 31% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (13 reviews)
- User Interface (5 reviews)
- Navigation Ease (4 reviews)
- Automation (3 reviews)
- Compliance Management (3 reviews)

**Cons:**

- Poor Customer Support (4 reviews)
- Difficult Setup (3 reviews)
- Expensive (3 reviews)
- Learning Curve (3 reviews)
- Steep Learning Curve (3 reviews)

  ### 16. [Stacks Data](https://www.g2.com/products/stacks-data/reviews)
  SaaS data collection platform


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.7/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [PeerAspect](https://www.g2.com/sellers/peeraspect)
- **HQ Location:** Baltimore, MD, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 36% Mid-Market


  ### 17. [DiligenceVault](https://www.g2.com/products/diligencevault/reviews)
  DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data. RFP, investor relations and portfolio specialist teams at asset managers adopt the platform to digitize and centralize all of their investor content and Q&A, collaborate as teams, and leverage our intelligent algorithms to deliver a responsive and modern experience to their investor clients. As a team, we believe in and deliver a data driven diligence experience to the industry significantly cutting down cost for all involved, and getting our clients ready for the future of data.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 8

**User Satisfaction Scores:**

- **Ease of Use:** 7.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Diligencevault](https://www.g2.com/sellers/diligencevault)
- **Year Founded:** 2014
- **HQ Location:** New York, NY
- **Twitter:** @DiligenceVault (166 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/diligencevault (61 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 38% Mid-Market


#### Pros & Cons

**Pros:**

- Data Management (2 reviews)
- Ease of Use (2 reviews)
- Centralization (1 reviews)
- Efficiency Improvement (1 reviews)
- Features (1 reviews)

**Cons:**

- Difficult Navigation (1 reviews)
- Lagging Performance (1 reviews)
- Limited Features (1 reviews)
- Missing Features (1 reviews)

  ### 18. [EQS Integrity Line](https://www.g2.com/products/eqs-integrity-line/reviews)
  Creating safe spaces for hard conversations Nobody wants to be the whistleblower, but somebody needs to make it safe and simple when issues arise. Our platform creates trusted reporting channels that encourage people to speak up while protecting everyone involved. It's whistleblowing done right – secure, respectful, and compliant. The Technical Stuff (That Actually Matters) • Multiple Ways to Report: Web, phone, mobile app – whatever feels most comfortable • True Anonymity: Two-way communication that keeps identities protected • Speaks Everyone's Language: Global reporting with localized interfaces • Investigation Central: Complete case management from first report to final resolution • Smart Analytics: Spot trends and patterns while maintaining confidentiality • Regulation-Ready: Built for EU Whistleblower Directive, SOX, and other requirements • Grade A Security: Encrypted everything with controlled access to sensitive materials Real Impact Stories • EU Compliance Made Simple: European companies get fully compliant reporting systems that meet every regulatory requirement without the complexity • Sensitive Investigations Handled Right: Complex compliance cases get managed with the discretion and documentation standards they deserve • Global Ethics Programs: Multinational companies create consistent, trusted reporting across all locations while meeting local compliance requirements


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 62

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.9/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [EQS Group](https://www.g2.com/sellers/eqs-group)
- **Year Founded:** 2000
- **HQ Location:** München, DE
- **Twitter:** @eqsgroup (1,435 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/eqs-group/ (635 employees on LinkedIn®)
- **Ownership:** ETR: EQS

**Reviewer Demographics:**
  - **Company Size:** 55% Enterprise, 29% Mid-Market


#### Pros & Cons

**Pros:**

- Compliance Management (3 reviews)
- Features (3 reviews)
- Ease of Implementation (2 reviews)
- Ease of Use (2 reviews)
- Implementation Ease (2 reviews)

**Cons:**

- Slow Performance (2 reviews)
- Communication Issues (1 reviews)
- Complex Navigation (1 reviews)
- Data Management Issues (1 reviews)
- Deel Card Availability (1 reviews)

  ### 19. [DFIN ActiveDisclosure](https://www.g2.com/products/dfin-activedisclosure/reviews)
  ActiveDisclosure (NYSE: DFIN) streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. Tailored for finance professionals, accountants, and compliance teams, this platform simplifies the complexities of financial reporting by providing a comprehensive suite of tools that facilitate collaboration, data accuracy, and compliance with SEC requirements. The software is particularly beneficial for organizations that require real-time collaboration among team members. With features such as Excel Linking, users can seamlessly connect and update financial data from their existing Excel workbooks, ensuring that all documents, presentations, and forms reflect the most current information. This capability is essential for maintaining a single source of truth, which is critical in financial reporting where accuracy is paramount. ActiveDisclosure also includes advanced features such as Track Changes and Health Checks, which enhance the editing process and ensure that all modifications are documented and easily traceable. The Support Binders feature provides a centralized location for all relevant documentation, making it easier for teams to access necessary materials during the reporting process. Additionally, the iXBRL Tagging functionality simplifies the tagging of financial data for regulatory submissions, streamlining the filing process and reducing the risk of errors. The platform offers DFIN University Certifications, which equip users with the knowledge and skills needed to maximize the software's capabilities. This educational component ensures that teams are not only proficient in using ActiveDisclosure but also stay informed about best practices in financial reporting and compliance. By combining intuitive software with expert SEC services, ActiveDisclosure stands out as a robust solution for organizations looking to enhance their financial reporting processes. ActiveDisclosure is designed to meet the needs of finance professionals who require a reliable, efficient, and collaborative approach to financial reporting. Its unique features and focus on real-time collaboration make it a valuable tool for organizations aiming to improve their financial disclosure practices while ensuring compliance with regulatory standards.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 7

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.5/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [DFIN (Donnelley Financial Solutions)](https://www.g2.com/sellers/dfin-donnelley-financial-solutions)
- **Company Website:** https://www.dfinsolutions.com
- **HQ Location:** Chicago, Illinois, United States
- **Twitter:** @DFINSolutions (1,475 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dfinsolutions (2,091 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 86% Mid-Market, 14% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (3 reviews)
- Ease of Use (3 reviews)
- Intuitive (2 reviews)
- Automatic Updates (1 reviews)
- Collaboration (1 reviews)

**Cons:**

- Bugs (1 reviews)
- Complexity (1 reviews)
- Complex Setup (1 reviews)
- Difficult Formatting (1 reviews)
- Difficult Setup (1 reviews)

  ### 20. [GAN Integrity](https://www.g2.com/products/gan-integrity/reviews)
  GAN Integrity helps global organizations elevate business ethics everywhere. We work with the world’s smartest companies to help them manage risk, impact behavior, and deliver long-term strategic value. GAN empowers enterprises to embed ethics in and around their business, by engaging everyone, from front-line workers to third parties and shareholders on their journey towards ethical business transformation. Our Integrity Platform has built-in flexibility to quickly adapt to changing regulatory requirements combined with the ever-demanding ethical expectations of their employees.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Ease of Use:** 8.6/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.6/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [GAN Integrity](https://www.g2.com/sellers/gan-integrity)
- **Year Founded:** 2004
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/gan-integrity/ (122 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Enterprise, 30% Mid-Market


  ### 21. [Ez-XBRL](https://www.g2.com/products/ez-xbrl/reviews)
  Ez-XBRL Solutions is a global provider of products and services for Financial Analytics and Financial Regulatory Compliance. Our team comprises of experts with significant knowledge and experience in a diverse set of domains and technologies, including Financial Research and Analysis, Financial Regulatory Compliance, Natural Language Processing, Semantic Analytics, XBRL, and XML databases. The Parent company is headquartered in Virginia, USA and has operations in the UK, India, European Union, and South Africa. Ez XBRL Solutions has a suite of products that combine to provide a broad range of compliance solutions for XBRL mandated markets. - Integix is a secure cloud-based, SaaS self-service Inline XBRL platform certified by XBRL International. Key Features: Compliant Inline XBRL: Supports English and all 23 official EU languages for comprehensive compliance. Advanced Technology and AI/ML Smart Tagging: Patented technology and AI/ML-based smart tagging ensure accuracy and efficiency. Built-In Automation and Intuitive Interface: Automation for text block, nested and continuation tagging reducing manual effort. Validation Features: Built-in Validations:Ensures the correctness and compliance of Inline XBRL filings. - XOR, an XBRL reviewing and reporting platform, also certified by XBRL International, is used by companies to audit, and comment on their Inline XBRL filings prior to submission. Key Features: Document Compatibility: Supports a wide range of document formats including PDF, Word, Excel, XBRL, and iXBRL. Real-Time Collaboration: Collaborate with multiple users in real-time, fostering seamless teamwork. Workflow Management: Efficiently manage workflows with version comparison, control, and blacklining capabilities. Preview and Validation: Built-in validations ensure accuracy for XBRL and Inline XBRL filings.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Ez-XBRL Solutions](https://www.g2.com/sellers/ez-xbrl-solutions)
- **Year Founded:** 2009
- **HQ Location:** Manassas, US
- **LinkedIn® Page:** https://www.linkedin.com/company/ezxbrl (36 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 50% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (2 reviews)
- Data Management (1 reviews)
- Efficiency Improvement (1 reviews)
- Security (1 reviews)
- XBRL Tagging (1 reviews)


  ### 22. [StepChange](https://www.g2.com/products/stepchange/reviews)
  StepChange ESG Accelerator is a comprehensive software solution designed to empower organizations of all sizes to automate and streamline their ESG reporting and sustainability journeys. The ESG Accelerator has three modules: Carbon Accounting, ESG Compliance and Reporting, and Supply Chain Sustainability, providing a holistic approach to baselining, setting goals, reporting, and planning reductions. The platform supports automated data ingestion; science-based goal setting and benchmarking for ESG performance; assurance-ready, evidence-backed data governance; AI-powered analytics and insights; reporting across international frameworks and standards including BRSR, CDP, GRI, TNFD, IFRS, SASB, ISSB, CSRD For more details: https://www.stepchange.earth/solutions-esgsoftware


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 15

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [StepChange](https://www.g2.com/sellers/stepchange)
- **Year Founded:** 2022
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/stepchangeofficial/ (50 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Medical Devices
  - **Company Size:** 87% Enterprise, 13% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (7 reviews)
- Ease of Use (5 reviews)
- Helpful (5 reviews)
- Analytics (4 reviews)
- Data Management (4 reviews)

**Cons:**

- User Interface Issues (4 reviews)
- Complex UI (3 reviews)
- Confusing Interface (2 reviews)
- Navigation Issues (2 reviews)
- Poor Interface Design (2 reviews)

  ### 23. [Case IQ](https://www.g2.com/products/case-iq/reviews)
  Capturing workplace incidents, managing cases, maintaining compliance, and mitigating risk requires tools designed for the task. For over 25 years, Case IQ has supported organizations in proactively identifying, investigating, and mitigating risks. With configurable, AI-assisted, secure, and scalable tools, our solutions for whistleblowing, case management, and compliance are designed to meet your unique needs Case IQ helps organizations efficiently investigate, resolve workplace incidents and stay compliant while minimizing risk and associated costs. Tailored for ethics and compliance professionals, human resources teams, and risk management departments across various industries, our solutions enable organizations to manage workplace accidents, compliance violations, employee grievances, and other cases in a systematic and streamlined manner. From our robust whistleblowing system, we ensure that all incidents are captured and tracked from the moment they occur, preventing cases from being overlooked and enabling timely responses. Experience an industry-leading hotline solution that empowers employees to report incidents safely, anonymously, and with confidence. Our investigative case management platform is designed to enhance investigation efficiency, mitigate risk, and safeguard both your organization and its personnel. With its highly flexible and configurable approach, Case IQ can adapt to manage and streamline any case across your organization. A robust yet straightforward case intake process ensures that no incident is overlooked, while case linking highlights related cases, allowing investigations to be treated holistically rather than in isolation. Streamlined case management keeps investigations on track, automates processes, and simplifies report distribution. All case information is centralized in a secure database, enabling you to generate comprehensive reports instantly and respond more quickly than ever. Advanced reporting offers in-depth insights into trends and recurring issues, enabling the prevention of future problems before they arise. Case IQ integrates seamlessly with your existing systems and databases, saving time and reducing errors. Throughout the investigative process, Clairia, our AI assistant, provides relevant insights and actionable suggestions to guide you efficiently toward case resolution. With our powerful compliance solutions, you can proactively mitigate risks before they arise. Our compliance monitoring solution leverages AI and machine learning to detect fraud, unusual activity, and high-risk transactions, helping you stay one step ahead. Our approvals and disclosure solution streamlines cross-risk compliance workflows, covering areas such as gifts and hospitality, donations and sponsorships, and conflicts of interest. Finally, our third-party management solution automates your entire third-party program, managing risks across the full lifecycle of engagements within a single integrated platform.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 102

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Case IQ](https://www.g2.com/sellers/case-iq)
- **Company Website:** https://www.caseiq.com/
- **Year Founded:** 1999
- **HQ Location:** Ottawa, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/470416/ (184 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Higher Education, Financial Services
  - **Company Size:** 53% Enterprise, 24% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (27 reviews)
- Case Management (14 reviews)
- Easy Implementation (11 reviews)
- Features (11 reviews)
- Reporting (11 reviews)

**Cons:**

- Not User-Friendly (9 reviews)
- Complexity (6 reviews)
- Learning Curve (6 reviews)
- Complex Navigation (5 reviews)
- Data Management Issues (5 reviews)

  ### 24. [Diliver](https://www.g2.com/products/diliver/reviews)
  DiliVer is an award-winning, venture-funded financial technology (FinTech) M&A software company with specialized due diligence solutions that help yield better combined entity outcomes based on advanced analytics for enterprise performance and growth potential. The software also provides additional M&A transaction life-cycle benefits, including a less painful and more accurate due diligence process, and, when combined with other M&A software packages, better deal sourcing, valuations, and post-merger integrations


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Quality of Support:** 5.0/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [Diliver](https://www.g2.com/sellers/diliver)
- **HQ Location:** N/A
- **Twitter:** @DiliVerLLC (23 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


  ### 25. [Disclosure](https://www.g2.com/products/disclosure/reviews)
  Disclosure helps in requesting, managing and aggregating portfolio information for investors and entrepreneurs.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 7.5/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)


**Seller Details:**

- **Seller:** [LTSE](https://www.g2.com/sellers/ltse)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **Twitter:** @ltse (7,571 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ltse/ (68 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Centralization (1 reviews)
- Data Management (1 reviews)
- Efficiency Improvement (1 reviews)

**Cons:**

- Missing Features (1 reviews)



## Parent Category

[Governance, Risk & Compliance Software](https://www.g2.com/categories/governance-risk-compliance)



## Related Categories

- [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
- [Whistleblowing Software](https://www.g2.com/categories/whistleblowing)
- [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting)



---

## Buyer Guide

### What You Should Know About Disclosure Management Software

### What is disclosure management software?

Disclosure management software is a specialized tool designed to automate creating, managing, and disseminating financial and non-financial disclosures in compliance with regulatory requirements.

Disclosure management solutions offer flexibility to support various statutory financial statement schemes and easy transitions between financial and non-financial information, ensuring compliance with internal control systems. 

Disclosure management tools are popular with financial professionals, regulatory compliance teams, and organizations engaged in the preparation and dissemination of financial disclosures. Finance departments, compliance officers, and reporting teams within businesses often rely on this software to facilitate the creation of financial statements, ensure compliance with regulatory requirements, and manage the complexities associated with reporting standards.

### What are the common features of disclosure management software?

Disclosure management software comes with a range of features that vary by tool and use case. Some core features of disclosure management software include the following items.

- **Customizable templates and documents for disclosure:** This software offers personalized templates for crafting disclosure documents that users can adapt to meet specific reporting needs, ensure uniformity, and adhere to branding guidelines. Any issues with formatting are eliminated because of integrated XBRL tagging and a range of output options, like the Microsoft Suite, PDF, Adobe InDesign, and High Definition HTML. 
- **Workflow automation:** Disclosure management tools software incorporate workflows to accelerate the creation, assignment, and approval/rejection of disclosure documents.
- **Audit trail functionality:** A robust audit trail feature tracks and logs all changes made to disclosure documents for a transparent and traceable history of edits, approvals, and any other modifications. The trail contributes to accountability and compliance with regulatory standards.
- **Regulatory-compliant report generation:** Disclosure management software is equipped to generate reports that align with industry standards and regulations. This makes it simple for users to produce comprehensive reports for disclosure purposes, meet the specific requirements mandated by regulatory bodies, and deliver accuracy and compliance in reporting practices.

### **What types of disclosure management software exist?**

Various options exist within disclosure management software, and each presents its own distinct advantages and disadvantages. Exploring them allows companies to tailor their choice based on specific preferences and requirements.

- **Standalone:** Standalone disclosure management software is an independent solution that organizations purchase and implement separately from other software packages. This option provides flexibility for anyone who needs disclosure management functionality without committing to a broader suite of tools.
- **Part of a suite or packaged with other products:** Some disclosure management software is bundled as part of governance, risk, and compliance (GRC) suites or packaged with other related products. The integrated approach is a comprehensive solution that combines disclosure management with additional tools for overseeing governance, risk, and compliance functions within a unified platform.

### What are the benefits of disclosure management software?

The benefits of using disclosure management software include those listed here.

- **Increased productivity of compliance teams:** Disclosure management tools enrich the efficiency of compliance teams by automating workflows, reducing manual tasks, and letting teams focus on more strategic aspects of compliance.
- **Improved visibility into the disclosure process:** These tools have a centralized platform for document creation, tracking, and approval. That means stakeholders gain real-time insights, ensuring transparency and accountability throughout the disclosure lifecycle.
- **Ensured compliance with laws and regulations:** Utilizing disclosure management tools helps organizations comply with laws and regulations. The software makes sure that disclosure documents adhere to industry standards and legal requirements, reducing the risk of non-compliance and helping organizations avoid penalties, lawsuits, and reputational damage associated with regulatory violations.

### Who uses disclosure management software?

The following professionals use disclosure management software.

- **Compliance departments:** Team members utilize management software to simplify regulatory compliance processes. This includes managing and organizing documents, automating workflows, and adhering to disclosure requirements.
- **Finance and accounting professionals (for financial disclosure):** Finance and accounting professionals use these platforms for cases where there is a focus on financial disclosure. This includes creating, managing, and publishing financial statements and reports.
- **Operations executives (to review and approve):** Operations executives play a key role in the disclosure process by using the software to review and approve documents. The software's collaborative features and workflow automation enable smooth communication and efficient decision-making within the operations team.

### Disclosure management software pricing

Pricing for disclosure management software commonly follows two distinct models. Each caters to diverse organizational preferences in managing financial and regulatory disclosures.

- **SaaS (recurring):** Many disclosure management software providers adopt a software as a service (SaaS) pricing model, which sees users pay a recurring subscription fee. This approach offers the advantage of predictable and manageable costs and enables organizations to access the software continuously. SaaS models often include regular updates, maintenance, and support.
- **Perpetual License (rare):** In some instances, disclosure management software may be offered under a perpetual license model, though this is uncommon. With a perpetual license, organizations pay a one-time upfront fee to own the software indefinitely. While a perpetual license may appeal to those seeking long-term cost predictability, it's less common in the software industry due to the evolving nature of technology and the preference for subscription-based models that provide continuous updates and support.

#### Return on investment (ROI) for disclosure management software

Investing in disclosure management software yields a significant return on investment by saving valuable time in preparing disclosure documents. The automation and simplified workflows offered by the software reduce time-consuming manual efforts, allowing teams to create, manage, and publish documents more efficiently. This time-saving benefit enables professionals to allocate their efforts to more strategic and high-value tasks.

The built-in compliance features also help organizations adhere to industry regulations and legal requirements, mitigating the risk of non-compliance. This safeguards the organization from potential penalties and enhances its reputation for reliability and accuracy in final reports.

### Challenges with disclosure management software

Some common challenges with disclosure management software are discussed here.

- **Keeping regulatory obligations current:** One of the challenges in disclosure management software is the constant need to keep regulatory obligations up-to-date. Regulatory requirements often undergo frequent changes and staying abreast of these updates requires much effort. Software solutions must have mechanisms that promptly incorporate new regulations, making sure that the generated disclosures remain accurate and compliant with the latest standards.
- **Gathering disclosure data from multiple teams and solutions:** Another challenge lies in efficiently gathering disclosure data from multiple teams and disparate solutions within one organization. Different departments may use various tools and formats for data collection, which leads to fragmentation and potential inconsistencies. Disclosure management software must provide effective integration capabilities to produce seamless data collection from diverse sources. In this way, organizations can produce comprehensive and accurate disclosure documents. 

### Which companies should buy disclosure management software?

Below are some examples of companies that should consider buying disclosure management software. 

- **Financial institutions** , such as banks and investment firms, can benefit from disclosure management software for its accurate and timely financial reporting, its ability to help meet regulatory requirements, and its management of financial disclosures, all of which improve the compliance process.
- **Healthcare organizations** can turn to disclosure management software to enhance transparency in their reporting processes, which supports compliance with healthcare regulations, financial disclosures, and other statutory requirements. The software can streamline the creation and management of financial performance, compliance, and operational activities reports.
- **Legal firms** find value in disclosure management software to ensure the accuracy and compliance of legal documents. The software can assist in organizing and managing legal disclosures to support collaboration among legal professionals and maintain a transparent and auditable record of document changes.
- **Government agencies** can benefit from disclosure management software to automate and refine regulatory reporting, financial disclosures, and compliance activities. The software enhances efficiency in handling diverse disclosures, supporting transparency and accountability within government operations.
- **Educational companies** use disclosure management software to facilitate accurate reporting. This includes financial disclosures, compliance with education regulations, and the creation of transparent annual reports for stakeholders.
- **Retail and manufacturing companies** utilize disclosure management software to supervise and report on their operations, including financial disclosures, compliance with industry regulations, and transparent reporting on supply chain sustainability, corporate governance, and other relevant areas.
- **Media companies** can benefit from disclosure management software to improve financial reporting transparency and industry regulations compliance. The software assists in managing disclosures related to financial performance, content licensing, and other key aspects of media operations.

### How to choose disclosure management software

Choosing a disclosure management software depends on your needs, preferences, and work. The following sections walk you through the step-by-step process buyers use to find suitable software.

#### Identify business needs and priorities

Begin by clearly identifying your organization's needs and priorities regarding disclosure management. Understand the specific regulatory requirements, types of disclosures, and collaboration guidelines. Determine the key functionalities and outcomes expected from the software.

#### Choose the necessary technology and features

Once business needs are identified, assess the technology and features required. Consider customization capabilities, integration with existing systems, [accounting software](https://www.g2.com/categories/accounting), [workflow management](https://www.g2.com/categories/workflow-management), and user-friendly interfaces. Ensure the software lines up with your organization's technological infrastructure and that it gives you the essential features to meet your disclosure management goals.

#### Review vendor vision, roadmap, viability, and support

Research and evaluate the vendor's long-term vision and roadmap for the disclosure management software. Assess their viability in the market and take into account factors like financial stability and customer base. Review the level of customer service, training, and ongoing support you’ll receive. Choose a vendor with a solid foundation and a commitment to the continued improvement of their software.

#### Evaluate the deployment and purchasing model

The vendor offers deployment options, such as on-premises, cloud-based, or hybrid solutions, which you should consider in your decision. Evaluate the scalability of the software to accommodate potential growth and find out whether the purchasing model is a subscription-based SaaS model or a perpetual license. Choose a deployment and purchasing model that aligns with your organization's preferences, budget, and scalability requirements.

#### Put it all together

Bring all the gathered information together to make an informed decision. Think about how the chosen disclosure management software aligns with your needs, technology requirements, vendor credibility, and deployment preferences. Make sure that the software can meet your needs now and in the future as your business scales. 

### Implementation of disclosure management software

#### How is disclosure management software implemented?

Begin the implementation process by identifying the specific regulations that the disclosure management software will be used for. Clearly understand the compliance requirements and reporting standards applicable to your organization. This foundational step ensures that the software is configured to meet precise regulations.

#### Who is responsible for disclosure management software implementation?

Implementation of disclosure management software involves collaboration among stakeholders, including a project manager,the IT team for technical aspects, compliance managers for defining regulatory needs, finance teams for customization, end users in testing and workflow customization, and vendor support for training. Executive sponsorship delivers resource allocation, emphasizing successful deployment through effective communication and collaboration.

#### What does the implementation process look like for disclosure management software?

- **Determine the sources of data:** Establish processes to gather, clean, and organize the data. This may involve integrating existing systems, data warehouses, or manual data entry. Ensure data accuracy and completeness before preparing it for disclosure, as the quality of input data significantly impacts the accuracy of the final disclosure documents.
- **Customize standard templates and workflows:** Tailor templates for financial statements, reports, or other disclosure documents according to your branding guidelines and reporting requirements. Adjust workflows to reflect your organization's internal approval processes and collaboration mechanisms.
- **Test and adjust processes, documents, and data flows:** Before the software goes live, conduct thorough testing of processes, documents, and data flows. Test the end-to-end workflow, from data input to the generation of disclosure documents. Identify and address any issues or discrepancies during this phase. Adjust processes and configurations based on user feedback.

#### When should you implement disclosure management software?

Implement disclosure management software when manual processes impede efficiency, regulatory demands increase, or a need for streamlined reporting arises. Consider readiness, stakeholder support, and resource availability for a successful transition and to guarantee the timing aligns with organizational goals.

### Software related to disclosure management software

Related solutions and services that can be used together with disclosure management software include these tools.

- [Corporate Performance Management (CPM)](https://www.g2.com/categories/corporate-performance-management-cpm) **:** CPM software is used for financial disclosure needs. It encompasses a wide scope, including budgeting, forecasting, and financial planning. CPM tools make it possible for organizations to manage financial data comprehensively, offering features for reporting that covers aspects of disclosure requirements to some extent. However, CPM may not be as specialized as disclosure management software for specific compliance needs.
- [Enterprise Risk Management (ERM)](https://www.g2.com/categories/enterprise-risk-management-erm/enterprise) **:** ERM software is an alternative for managing various compliance aspects beyond financial disclosure. ERM tools help organizations identify, assess, and mitigate risks. While ERM focuses on a broad spectrum of risks, it may include features to support compliance activities related to non-financial disclosures and regulatory requirements in areas such as operations, governance, and environmental compliance.
- [Audit management software](https://www.g2.com/categories/audit-management) **:** Audit management software is designed to automate the entire audit process. It facilitates audit planning, execution, and tracking to comply with internal policies and external regulations. This software typically includes [document management](https://www.g2.com/software/document-management) and reporting features, providing a comprehensive solution for managing audit-related activities.
- [Policy management software](https://www.g2.com/categories/policy-management) **:** Policy management software helps organizations efficiently create, communicate, and enforce company policies. Employees turn to the tool for easy access to the latest versions of policies. The software tracks acknowledgments and provides a centralized repository for policy documents. It’s crucial for maintaining regulatory compliance, enhancing transparency, and fostering a culture of adherence to organizational guidelines.
- [Regulatory change management software](https://www.g2.com/categories/regulatory-change-management) **:** Regulatory change management software assists organizations in monitoring, interpreting, and adapting to regulation changes that affect their operations. It has tools to track regulatory updates, assess impact on existing policies and procedures, and implement necessary changes. By staying current with regulatory requirements, organizations proactively manage compliance risks and keep that their policies and practices aligned with evolving standards.

### Disclosure management software trends

- **Market consolidation:** A notable trend in disclosure management software is market consolidation, wherein these solutions are being acquired and delivered as modules within larger systems. Organizations can access a comprehensive suite of GRC tools and integrate disclosure management with other functionalities. The trend enhances interoperability and promotes a more holistic method for compliance and reporting.
- **AI integration:** While not yet mainstream, AI has the potential to significantly impact the efficiency of these tools. It can be applied to improve various aspects of disclosure, including data gathering, workflows, and approvals. This trend reflects a growing interest in using advanced technologies to enhance the automation and intelligence of disclosure management processes, ultimately improving accuracy and reducing manual efforts.

Researched and written by [Gabriel Gheorghiu](https://research.g2.com/insights/author/gabriel-gheorghiu)

Reviewed and edited by [Aisha West](https://www.linkedin.com/in/westeawest/)