Best Disclosure Management Software

Disclosure management software consolidates compliance information and maintains a repository of documents and reports required for regulatory filings and disclosures. This type of software provides features to create, manage, and publish statements and reports. Disclosure management software is mostly used by compliance professionals to automate workflows, improve collaboration, and increase the transparency of disclosure activities. The reports and documents created using disclosure management tools can then also be delivered to managers, executives, and board members. In addition, this type of software generates regulatory documents for governmental institutions and external auditors.

Disclosure management software is offered as part of governance, risk, and compliance suites or delivered separately as a standalone solution. Some disclosure management software products focus mostly on financial disclosure, while others cover both financial and non-financial departments. Disclosure management software usually integrates with ERP systems and accounting software, or with corporate performance management products.

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
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    Certent Disclosure Management delivers more control over SEC reporting process with greater efficiency, superior quality, and expert support. Certent enables you to create, compare, collaborate, and communicate all crucial aspects of regulatory reporting in a Microsoft Office environment, with integration with your ERP and/or consolidation system, one-click EDGARization, and extensive XBRL functionality streamlining the process, improving productivity, and strengthening controls and compliance.

    Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. For more information about Workiva (NYSE:WK), please visit

    LucaNet has been synonymous with intelligent software solutions and professional expertise in consolidated financial statements and controlling since 1999. Our aim is to simplify your day-to-day processes with our financial performance management software. No matter the size of your company and what industry you operate in, we can provide you with a tailored solution. Over 2,000 customers in more than 50 countries are already profiting from our user-friendly software and professional consulting.

    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.

    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.

    CCH Tagetik is a unified software platform that improves all of your financial processes including budgeting, planning, forecasting, financial consolidation, financial reporting and disclosure management. CCH Tagetik can be deployed as SaaS, private cloud, or on-premise. The flexibility to seamlessly migrate from one to the other means that we can match your company's strategy today or in the future. Over 1,000 customers around the globe have increased efficiency, reduced risk and saved money wi

    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.

    DataTracks enables customers across geographies to file reports compliant with the standards of regulators like the SEC (the US), HMRC (the UK), Revenue (Ireland), various EU regulatory authorities, ACRA (Singapore), MCA (India), and CIPC (South Africa). To know why financial accounting firms and enterprises world-over trust DataTracks, please visit,, and

    Make due diligence insightful and easy via strategy-specific templates, an interactive platform, actionable analytics, and regulatory integrations

    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

    Disclosure helps in requesting, managing and aggregating portfolio information for investors and entrepreneurs.

    Trintech Disclosure Management will provide noticeable improvements in the control, accuracy, and timeliness of your reporting and seamlessly integrate into the rest of your Record to Report processes.

    DisclosureNet provides an enterprise disclosure management solution that can be implemented on the cloud or in-house and helps improve efficiency, accuracy, control, and reduces risk in your internal and external reporting cycles.

    Dow Jones Risk & Compliance is a global provider of third party risk management and regulatory compliance solutions. Working with clients across the globe, we have created products and services to help companies evaluate third party risks faster and with more confidence.

    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

    Jambo is the fastest and easiest way for organizations to manage their stakeholder engagement and consultation programs. Quickly record and report on communications, contacts, issues, commitments, tasks and more.

    Provides the ultimate in efficient, secure collaborations, then automatically generates precise SEC reporting or IFRS filings. Built on the Microsoft Office platform, it's a seamless, end-to-end SaaS solution that lets you file faster, easier and more accurately than ever before.

    The OneStream XF corporate performance management platform quickly and easily aligns to business changes by leveraging core financial consolidation, planning, data quality, and financial reporting capabilities.

    Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with producing and distributing financial and business communications.

    SAI Global Risk & Ethics and Compliance empowers customers to focus on developing an effective integrated risk management solution with a combination of software and learning content. Together, with our expertise, organizations can build and foster a strong risk and compliance culture, integrate risk management business process, and strengthen organizational ethics and employee behavior. SAI Global is a recognized leading provider of integrated risk management solutions, assurance, and prop

    SharePoint Farm Reporter is a comprehensive SharePoint audit and reporting solution. It covers Microsoft SharePoint Server 2016 / 2013 / 2010 / 2007 servers, SharePoint Online (Office 365) and SharePoint hybrid environments.

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