# Best Disclosure Management Software - Page 2 *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 ## How Many Disclosure Management Software Products Does G2 Track? **Total Products under this Category:** 51 ### Category Stats (Jul 2026) - **Average Rating**: 4.37/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Ez-XBRL (+0.51%) - Among all products in this category, Ez-XBRL recorded the largest rating increase compared to last month *Last updated: July 07, 2026* ## How Does G2 Rank Disclosure Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,200+ Authentic Reviews - 51+ 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. ## Which Disclosure Management Software Is Best for Your Use Case? - **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:** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - **Best Free Software:** [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews) --- **Sponsored** ### SpeakUp® SpeakUp is an AI-powered ethics and compliance platform that helps enterprise organizations manage whistleblowing, disclosure workflows, and compliance investigations across multiple jurisdictions. More than 600 organizations rely on SpeakUp, covering over 10 million individuals worldwide. Customers include BMW, Nestle, Randstad, Electrolux, and Swarovski. What SpeakUp Does SpeakUp centralizes two core compliance workflows into one platform: 1) SpeakUp Report (misconduct reporting): Employees, customers, and third parties submit reports through a secure, confidential channel. Compliance teams receive, triage, and manage cases within a centralized Case Management System, from intake to resolution. Secure two-way communication allows case managers to engage directly with reporters throughout the process. 2) SpeakUp Paths (disclosure management): Employees declare conflicts of interest, gifts and entertainment, outside activities, and other disclosures. Approvals and escalations follow configurable, automated workflows. Sienna AI: Purpose-Built AI for Compliance Sienna is SpeakUp's proprietary AI layer, built specifically for compliance use cases. It underpins the entire platform, helping teams capture, process, and act on information faster across reporting and disclosure workflows. Key Capabilities -Multi-channel intake: web, mobile app, voice, and AI phone agent -Support for over 100 languages with real-time translation, making it viable for global, distributed organizations -Fully configurable case workflows, submission types, and access controls -Detailed audit trails for every case, from intake to resolution -Real-time dashboards with case volume trends, resolution times, and geographic distribution -No-code setup; no technical expertise required to launch or configure Security and Regulatory Compliance SpeakUp combines information security (ISO 27001/ISO 27002) and privacy (ISO 27701) certifications. The platform is audited quarterly on the basis of ISAE3000 Type II, providing continuous, verifiable assurance of operational procedures. It also holds SOC2 and TISAX certifications. SpeakUp supports compliance with the EU Whistleblowing Directive, the German Supply Chain Act, GDPR, NIS2, and DORA. It also meets DOJ and SEC requirements for organizations operating in the US. Deployment SpeakUp is a SaaS platform designed to scale across complex, multinational organizations. Pricing is customized based on company size and feature requirements. By leveraging SpeakUp, organizations can centralize their ethics and compliance programs, give every individual a safe way to speak up, and equip compliance teams with the tools they need to act with speed and confidence. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1446&secure%5Bchosen_at%5D=2026-07-07T16%3A07%3A10Z&secure%5Bdisplayable_resource_id%5D=1446&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1446&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123014&secure%5Bresource_id%5D=1446&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fdisclosure-management%3Fpage%3D2&secure%5Btoken%5D=997e35917dbca5fe319a7043800c1e638695aa7d1ad81be3e6371cde7b57932f&secure%5Burl%5D=https%3A%2F%2Fwww.speakup.com%2Fplatform&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Disclosure Management Software Products in 2026? ### 1. [Moody's Regulatory Reporting](https://www.g2.com/products/moody-s-regulatory-reporting/reviews) Moody's Analytics offers comprehensive, integrated regulatory reporting for Basel I, II, and III, as well as European Banking Authority (EBA), Comprehensive Capital Analysis and Review (CCAR), and Dodd-Frank Act Stress Tests (DFAST). The Regulatory Reporting Module supports reporting for more than 50 regulators. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Moody's Regulatory Reporting?** - **Ease of Use:** 9.2/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Moody's Regulatory Reporting?** - **Seller:** [Moody's](https://www.g2.com/sellers/moody-s) - **HQ Location:** New York, NY - **LinkedIn® Page:** https://www.linkedin.com/company/moodysanalytics (11,584 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of Moody's Regulatory Reporting? **"[Ensure Regulatory compliance with Moody’s Reg Reporting tool](https://www.g2.com/survey_responses/moody-s-regulatory-reporting-review-7592235)"** **Rating:** 4.5/5.0 stars *— Rahul P.* [Read full review](https://www.g2.com/survey_responses/moody-s-regulatory-reporting-review-7592235) --- **"[Reports and Reporting process with Moody's Regulatory Reporting Tool](https://www.g2.com/survey_responses/moody-s-regulatory-reporting-review-7474427)"** **Rating:** 4.5/5.0 stars *— Neha B.* [Read full review](https://www.g2.com/survey_responses/moody-s-regulatory-reporting-review-7474427) --- ### 2. [Nossa Data](https://www.g2.com/products/nossa-data/reviews) Experience hassle-free ESG reporting. Our users can submit directly to key ESG standards such as the CDP and EcoVadis, or generate reports for the likes of GRI and SASB, saving time, reducing errors, and enhancing the quality of their ESG reporting. **Average Rating:** 4.8/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Nossa Data?** - **Ease of Use:** 9.6/10 (Category avg: 8.8/10) - **Quality of Support:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Nossa Data?** - **Seller:** [Nossa Data](https://www.g2.com/sellers/nossa-data) - **Year Founded:** 2020 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/nossadata (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 68% Enterprise, 27% Mid-Market #### What Are Nossa Data's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Collaboration (5 reviews) - Reporting (5 reviews) - Helpful (4 reviews) - Customer Support (3 reviews) **Cons:** - Editing Limitations (1 reviews) - Limited Functionality (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Nossa Data? *AI-generated summary from verified user reviews* **Pros:** - Users find Nossa Data to be highly **user-friendly and intuitive** , making sustainability reporting simple and efficient. - Users value the **enhanced collaboration** features of Nossa Data, streamlining ESG reporting and team interactions effectively. - Users appreciate the **streamlined reporting capabilities** of Nossa Data, enhancing efficiency and clarity in their ESG practices. - Users appreciate the **intuitive platform and excellent customer support** of Nossa Data, enhancing their sustainability reporting experience. - Users commend the **responsive customer support** of Nossa Data, quickly addressing inquiries and enhancing the overall experience. **Cons:** - Users note **editing limitations** in Nossa Data, particularly regarding conditional logic and the need for view-only access. - Users note the **limited functionality** in Nossa Data, particularly regarding conditional logic and user access options. - Users find the **slow performance** of Nossa Data can hinder productivity, especially when meeting tight deadlines. #### What Are Recent G2 Reviews of Nossa Data? **"[Nossa Data streamline ESG reporting by reducing manual rule interpretation](https://www.g2.com/survey_responses/nossa-data-review-11267161)"** **Rating:** 5.0/5.0 stars *— Hyun R.* [Read full review](https://www.g2.com/survey_responses/nossa-data-review-11267161) --- **"[Nossa Data made our WDI reporting process much easier](https://www.g2.com/survey_responses/nossa-data-review-11877348)"** **Rating:** 4.5/5.0 stars *— Verified User in Food & Beverages* [Read full review](https://www.g2.com/survey_responses/nossa-data-review-11877348) --- ### 3. [Semansys](https://www.g2.com/products/semansys/reviews) Semansys enables standardized digital reporting based on regulatory requirements and data exchange. Using our unique XBRL (eXtensible Business Reporting Language) Core Engine we generate, validate, deliver, and analyze digital reports on behalf of our customers. Semansys Next, connects to the Semansys Core Engine, giving our customers a smart, yet simple and efficient set of cloud and API applications with ease of use to ensure quality insurance, reliability, valid XBRL documents and meeting their compliancy requirements. The complexity of Taxonomy and XBRL specifications are managed by the Core Engine for rules-based validation, viewing, delivery and analysis requirements allowing our customers to focus on their own company data sets. On financial taxonomy we support, EBA, EIOPA, ESMA, SBR and many local implementations. On sustainability we support CSRD, ESG, ESEF, IFRS, FERC. We make workflow software smarter by connecting it with API’s to Semansys Next. This enables financial consultancy firms, accountancy firms and financial departments for taxonomy compliancy, validation, and delivery. Forging alliances with software companies and financial consultants give end customers a local presence and connectivity to our solutions. **Average Rating:** 4.4/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Semansys?** - **Ease of Use:** 8.5/10 (Category avg: 8.8/10) - **Quality of Support:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Semansys?** - **Seller:** [Semansys](https://www.g2.com/sellers/semansys) - **Year Founded:** 1999 - **HQ Location:** The Hague, NL - **LinkedIn® Page:** https://www.linkedin.com/company/semansystechnologies/ (45 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 36% Enterprise, 36% Small-Business #### What Are Recent G2 Reviews of Semansys? **"["Strongly suggest Semansys for simplified Solutions"](https://www.g2.com/survey_responses/semansys-review-9923066)"** **Rating:** 4.5/5.0 stars *— Mayur M.* [Read full review](https://www.g2.com/survey_responses/semansys-review-9923066) --- **"[Revolutionizing Financial Reporting](https://www.g2.com/survey_responses/semansys-review-8675755)"** **Rating:** 4.5/5.0 stars *— Anubhav O.* [Read full review](https://www.g2.com/survey_responses/semansys-review-8675755) --- ### 4. [Broadridge Annual Compliance For Corporate Issuer](https://www.g2.com/products/broadridge-annual-compliance-for-corporate-issuer/reviews) Our end-to-end solution helps you create and file SEC compliance documents quickly and easily. Start with PROfile, our innovative, lightning-fast software and let us help you as needed for the rest. **Average Rating:** 2.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Broadridge Annual Compliance For Corporate Issuer?** - **Ease of Use:** 6.7/10 (Category avg: 8.8/10) - **Quality of Support:** 5.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Broadridge Annual Compliance For Corporate Issuer?** - **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions) - **HQ Location:** New York, NY - **Twitter:** @Broadridge (6,625 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,676 employees on LinkedIn®) - **Ownership:** NYSE:BR - **Total Revenue (USD mm):** $4,362,200 **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 5. [Broadridge Capital Markets Disclosures](https://www.g2.com/products/broadridge-capital-markets-disclosures/reviews) Whether you are going public, growing your business through a merger or acquisition, or raising capital, the right partner can help you get to market faster with less risk. We provide expertise and tools to drive accuracy and efficiency through the SEC disclosure process. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Broadridge Capital Markets Disclosures?** - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Broadridge Capital Markets Disclosures?** - **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions) - **HQ Location:** New York, NY - **Twitter:** @Broadridge (6,625 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,676 employees on LinkedIn®) - **Ownership:** NYSE:BR - **Total Revenue (USD mm):** $4,362,200 **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Broadridge Capital Markets Disclosures? **"[Broadridge self clear Review](https://www.g2.com/survey_responses/broadridge-capital-markets-disclosures-review-8911441)"** **Rating:** 5.0/5.0 stars *— David M.* [Read full review](https://www.g2.com/survey_responses/broadridge-capital-markets-disclosures-review-8911441) --- ### 6. [Compliance Star](https://www.g2.com/products/compliance-star/reviews) Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Star is underpinned by a ‘fail-safe’, calendar-based task management system. This allows for both automatic and manual setting of tasks, notifies actions, populates deadlines into a calendar, issues reminders and monitors for completion. The platform reduces compliance burden significantly and is currently being used by leading regulatory networks. Compliance Star enables complete tracking of internal regulatory processes. It provides up-to-date single point data access combined with the ability to produce FCA required reports on such data, saving time and cost. If you are looking for control, we think Compliance Star is just the solution you need. **Average Rating:** 4.1/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Compliance Star?** - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) - **Quality of Support:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Compliance Star?** - **Seller:** [Compliance Star](https://www.g2.com/sellers/compliance-star) - **HQ Location:** LONDON, GB - **LinkedIn® Page:** https://www.linkedin.com/company/19954480 (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 25% Enterprise #### What Are Recent G2 Reviews of Compliance Star? **"[Compliance Star, Automating routine compliances intuitively](https://www.g2.com/survey_responses/compliance-star-review-7847080)"** **Rating:** 4.5/5.0 stars *— Prateek V.* [Read full review](https://www.g2.com/survey_responses/compliance-star-review-7847080) --- **"[Compliance Regulatory Requirement Tool](https://www.g2.com/survey_responses/compliance-star-review-9959601)"** **Rating:** 4.5/5.0 stars *— Ali R.* [Read full review](https://www.g2.com/survey_responses/compliance-star-review-9959601) --- ### 7. [Dow Jones Risk & Compliance](https://www.g2.com/products/dow-jones-risk-compliance/reviews) Dow Jones Risk & Compliance is a comprehensive solution designed to help organizations manage regulatory, financial, and reputational risks effectively. By leveraging Dow Jones's extensive proprietary databases, the platform offers access to sanctions lists, politically exposed persons (PEPs), and adverse media from over 33,000 premium news sources in multiple languages. This depth of content enables thorough due diligence and risk assessment across more than 240 countries and territories. Key Features and Functionality: - Advanced Screening and Monitoring: Utilizes AI-powered tools to conduct high-volume risk screening, reducing false positives and enhancing efficiency. - Comprehensive Data Coverage: Provides access to a vast array of global data, including sanctions, PEPs, and adverse media, facilitating thorough due diligence. - Integrated Regulatory Intelligence: Combines risk screening with regulatory change management, offering alerts and analysis on evolving compliance requirements across jurisdictions. - Enterprise-Grade API and Integration: Offers robust API capabilities for seamless integration with existing enterprise systems, supporting high-volume screening operations. Primary Value and User Solutions: Dow Jones Risk & Compliance empowers organizations to navigate complex regulatory landscapes by providing timely and reliable data for informed decision-making. The platform's advanced screening capabilities and comprehensive data coverage enable businesses to identify and mitigate potential risks efficiently. By integrating regulatory intelligence and offering scalable solutions, it helps organizations maintain compliance, protect their reputation, and operate confidently in a dynamic global environment. **Average Rating:** 4.3/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Dow Jones Risk & Compliance?** - **Ease of Use:** 8.9/10 (Category avg: 8.8/10) - **Quality of Support:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Dow Jones Risk & Compliance?** - **Seller:** [Dow Jones](https://www.g2.com/sellers/dow-jones-be5408b7-8921-4458-afd4-3287834428b8) - **Year Founded:** 1882 - **HQ Location:** New York, NY - **Twitter:** @DowJones (127,810 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2284/ (22,235 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Banking - **Company Size:** 46% Enterprise, 31% Mid-Market #### What Are Dow Jones Risk & Compliance's Pros and Cons? **Cons:** - Linking Issues (1 reviews) - Link Management Issues (1 reviews) - System Clunkiness (1 reviews) ### What Do G2 Reviewers Say About Dow Jones Risk & Compliance? *AI-generated summary from verified user reviews* **Cons:** - Users find the **excessive linkage issues** cumbersome, as many links are deemed unhelpful or irrelevant. - Users find the **link management issues** cumbersome, with many links being unnecessary and overwhelming. - Users find the **system clunkiness** frustrating due to excessive and often unnecessary links in the interface. #### What Are Recent G2 Reviews of Dow Jones Risk & Compliance? **"[Dow Jones for Adverse Media](https://www.g2.com/survey_responses/dow-jones-risk-compliance-review-11461943)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/dow-jones-risk-compliance-review-11461943) --- **"[Excellent Database for Finding PEPs and Sanctioned Persons](https://www.g2.com/survey_responses/dow-jones-risk-compliance-review-12700520)"** **Rating:** 5.0/5.0 stars *— Matas S.* [Read full review](https://www.g2.com/survey_responses/dow-jones-risk-compliance-review-12700520) --- #### What Are G2 Users Discussing About Dow Jones Risk & Compliance? - [What is Dow Jones Risk & Compliance used for?](https://www.g2.com/discussions/what-is-dow-jones-risk-compliance-used-for) ### 8. [Systrends](https://www.g2.com/products/systrends/reviews) Systrends connects energy market participants to regulators and trading partners with secure, efficient, and intuitive software. We offer the only comprehensive suite of FERC filing solutions—including eTariff, MBR, eForms, and EQR—and modular Electronic Data Interchange (EDI) services. With over three decades of experience building mission-critical enterprise software for an essential industry, we understand the importance of reliability and back our solutions with industry-leading customer support. Today, Systrends serves over 200 grid operators, utilities, pipelines, service providers, and law firms across North America. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Systrends?** - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Systrends?** - **Seller:** [Systrends](https://www.g2.com/sellers/systrends) - **Year Founded:** 1987 - **HQ Location:** Tempe, US - **LinkedIn® Page:** https://www.linkedin.com/company/systrends/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Systrends? **"[FERC filing](https://www.g2.com/survey_responses/systrends-review-8909786)"** **Rating:** 4.5/5.0 stars *— Mrityunjai P.* [Read full review](https://www.g2.com/survey_responses/systrends-review-8909786) --- ### 9. [Toppan Merrill Bridge](https://www.g2.com/products/toppan-merrill-bridge/reviews) Delivering Speed, Accuracy And Expertise For Global Regulatory Filings. Built on the Microsoft® Office® platform, Bridge integrates seamlessly and intuitively with the tools you already use, unlocking full control, collaboration and confidence to meet SEC and other global regulatory disclosure requirements. Bridge streamlines the process for EDGAR and iXBRL submissions. Create, manage and perfect disclosure content with speed and accuracy, then transmit outputs directly to global regulatory bodies. Bridge is a single, integrated platform infused with 50+ years of financial and regulatory disclosure expertise. XBRL Certified Software. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Toppan Merrill Bridge?** - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Toppan Merrill Bridge?** - **Seller:** [Toppan Merrill](https://www.g2.com/sellers/toppan-merrill) - **Year Founded:** 2021 - **HQ Location:** New York, New York, United States - **LinkedIn® Page:** https://www.linkedin.com/company/toppan-merrill/ (2,088 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of Toppan Merrill Bridge? **"[Toppan Merrill Bridge](https://www.g2.com/survey_responses/toppan-merrill-bridge-review-8981349)"** **Rating:** 5.0/5.0 stars *— Arpit S.* [Read full review](https://www.g2.com/survey_responses/toppan-merrill-bridge-review-8981349) --- ### 10. [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) Archer helps organizations manage risk in the digital era—uniting stakeholders, integrating technologies and transforming risk into reward. **Average Rating:** 3.6/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Archer?** - **Ease of Use:** 6.8/10 (Category avg: 8.8/10) - **Quality of Support:** 6.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Archer?** - **Seller:** [Archer Technologies](https://www.g2.com/sellers/archer-technologies) - **Year Founded:** 2023 - **HQ Location:** Overland Park, Kansas - **LinkedIn® Page:** https://www.linkedin.com/company/archer-integrated-risk-management/ (856 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Enterprise, 25% Mid-Market #### What Are Archer's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Integrations (1 reviews) - Integrations (1 reviews) **Cons:** - Difficult Customization (1 reviews) - Inadequate Reporting (1 reviews) - Limitations (1 reviews) - Limited Customization (1 reviews) - Limited Reporting (1 reviews) ### What Do G2 Reviewers Say About Archer? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Archer, particularly enjoying seamless integration with other software. - Users appreciate the **easy integrations** with other software, making their workflow seamless and efficient. - Users value the **seamless integration** with other software, enhancing ease of use and overall efficiency. **Cons:** - Users find **difficult customization** of Archer disappointing, as custom designs often lead to frustration and unmet expectations. - Users find Archer's **inadequate reporting** capabilities lacking when compared to other products in the market. - Users express frustration with **custom design limitations** in Archer, leading to disappointment when making personalized changes. - Users express disappointment with the **limited customization** options in Archer, limiting personal design preferences. - Users find the **limited reporting capabilities** of Archer less competitive compared to other market options. #### What Are Recent G2 Reviews of Archer? **"[Enterprise Risk Management](https://www.g2.com/survey_responses/archer-review-1561833)"** **Rating:** 4.0/5.0 stars *— Shaharyar A.* [Read full review](https://www.g2.com/survey_responses/archer-review-1561833) --- **"[Easy to use and deploy](https://www.g2.com/survey_responses/archer-review-10632464)"** **Rating:** 4.0/5.0 stars *— Vaishali M.* [Read full review](https://www.g2.com/survey_responses/archer-review-10632464) --- ### 11. [BluePrint](https://www.g2.com/products/intelligentsystems-llc-blueprint/reviews) BluePrint is an AI-powered iXBRL tagging and SEC filing platform that takes filers from Word document to EDGAR-ready submission in a single workflow. It replaces the traditional multi-vendor, multi-week filing cycle with a self-service platform that handles document conversion, XBRL tagging, validation, and EDGAR submission. BluePrint further makes available to filers generation of bookmarked-PDF proofs of draft filings and Litera-grade redline comparisons between any two filing versions. Each draft can be directly edited on BluePrint. Full version control tracks every revision with complete audit history. A separate Section 16 hub is available for filers to prepare and file their directors’ and officers’ ownership reports. **Who Is the Company Behind BluePrint?** - **Seller:** [IntelligentSystems](https://www.g2.com/sellers/intelligentsystems) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/intelligentsystems-llc/ (2 employees on LinkedIn®) ### 12. [Broadridge Disclosures for Mutual Funds](https://www.g2.com/products/broadridge-disclosures-for-mutual-funds/reviews) Our end-to-end solution combines innovative software and expert services to manage EDGAR filings, XBRL tagging, printing and fulfillment for financial reports, prospectuses, fund fact sheets and other filings. **Who Is the Company Behind Broadridge Disclosures for Mutual Funds?** - **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions) - **HQ Location:** New York, NY - **Twitter:** @Broadridge (6,625 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,676 employees on LinkedIn®) - **Ownership:** NYSE:BR - **Total Revenue (USD mm):** $4,362,200 **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Broadridge Disclosures for Mutual Funds's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Features (1 reviews) - Security (1 reviews) **Cons:** - Difficult Navigation (1 reviews) - Inconsistency (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Broadridge Disclosures for Mutual Funds? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Broadridge Disclosures for Mutual Funds, highlighting its streamlined and clear presentations of information. - Users appreciate the **streamlined regulatory information** of Broadridge Disclosures, enhancing understanding and transparency for informed investing. - Users appreciate the **security and compliance** of Broadridge Disclosures, which enhances trust and informed decision-making. **Cons:** - Users find **difficult navigation** due to overwhelming information, complicating their ability to access timely insights effectively. - Users report **inconsistencies** with Broadridge Disclosures, as updates can delay access to timely, accurate information. - Users often find **update issues** frustrating, as regulatory changes can lead to delayed access to current information. ### 13. [Broadridge Fund Regulatory Reporting & Filing](https://www.g2.com/products/broadridge-fund-regulatory-reporting-filing/reviews) Provide fund directors with the highest standard of 15(c) board reporting so they have the information they need to fulfill their responsibilities and stay compliant. This includes expense and performance data based on fund peer groups, ensure the most accurate view of your funds. **Who Is the Company Behind Broadridge Fund Regulatory Reporting & Filing?** - **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions) - **HQ Location:** New York, NY - **Twitter:** @Broadridge (6,625 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,676 employees on LinkedIn®) - **Ownership:** NYSE:BR - **Total Revenue (USD mm):** $4,362,200 ### 14. [CFOUR Comply](https://www.g2.com/products/cfour-comply/reviews) Prepare, tag, review, and validate iXBRL reports using a modern, accurate platform built for finance teams rather than technical specialists. CFOUR Comply removes technical burden by handling complex format conversion, taxonomy management, and validation within a single interface, without the need for installations, scripting, or external service providers. The platform is an XBRL Certified solution and uses the FUJITSU Interstage XWand Runtime Processor, a market-recognised validation engine, to generate fully compliant and regulator-ready iXBRL files. This ensures that every submission meets the latest technical and regulatory requirements with confidence. Reports are converted automatically from PDF to XHTML with high fidelity, including complex layouts, fonts, and tables. Tagging is carried out through an intuitive, side-by-side view of the report and taxonomy, supported by clear user permissions, roll-forward functionality, and integrated auditor review to reduce rework and version conflicts. CFOUR Comply is widely used by companies and service providers across Malta, Cyprus, and the Netherlands, supporting both single-entity filers and partners managing multiple clients from a single environment. As a cloud-based, self-service platform, onboarding is fast and does not rely on vendor-led setup or lengthy training. Most teams can start working immediately and complete their first iXBRL filing within the same day. **Who Is the Company Behind CFOUR Comply?** - **Seller:** [Eunoia](https://www.g2.com/sellers/eunoia) - **Year Founded:** 2017 - **HQ Location:** San Gwann, MT - **LinkedIn® Page:** https://www.linkedin.com/company/eunoiamt/ (56 employees on LinkedIn®) ### 15. [DFIN ArcFiling](https://www.g2.com/products/dfin-arcfiling/reviews) A more efficient compliance process.And a professional edge.Less time filing means more time using portfolio insights from your data to drive the right decisions **Who Is the Company Behind DFIN ArcFiling?** - **Seller:** [DFIN (Donnelley Financial Solutions)](https://www.g2.com/sellers/dfin-donnelley-financial-solutions) - **HQ Location:** Chicago, Illinois, United States - **Twitter:** @DFINSolutions (1,472 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dfinsolutions (2,299 employees on LinkedIn®) ### 16. [EQS Approvals](https://www.g2.com/products/eqs-approvals/reviews) Making approval processes that don't make people quit Tired of chasing down approvals? Watching expenses sit in limbo for weeks? We get it. Our approval workflows work like they should – fast, transparent, and without the usual bureaucratic nonsense. It's approval automation that your team will want to use. What Makes It Tick • Build-Your-Own Workflows: Set up approval chains that match how your company works • Bulletproof Audit Trails: Every decision gets documented automatically (auditors love this stuff) • Smart Nudges: Gentle reminders that keep things moving without being annoying • Mobile-First Design: Approve stuff from anywhere – your commute just got more productive • Plays Well with Others: Connects to your existing systems without breaking anything • Auto-Escalation: Stuck approvals get bumped up automatically • Smart Logic: Workflows that adapt based on amounts, types, or whatever rules make sense for you How People Use It • Expense Reports That Don't Suck: Companies cut expense processing time from weeks to hours while keeping everyone honest about policy compliance • Gifts & Entertainment Done Right: Navigate those tricky client entertainment decisions with approval workflows that keep you ethical and compliant • Conflict Disclosures Made Easy: Turn awkward conflict of interest situations into smooth, documented processes that protect everyone The Questions Everyone Asks Can we actually customize this thing? Absolutely. Build workflows however you want – by dollar amounts, departments, request types, or your own creative combinations. No coding required, no IT tickets needed. Will this play nice with our other software? Yep. We connect with the big players (SAP, Oracle, your HRIS, email systems) and have APIs for everything else. Most integrations are plug-and-play. How secure is our data? We take security seriously – enterprise-grade encryption, role-based access, SOC 2 Type II certified. Your approval data is locked down tight with multiple backup systems. **Who Is the Company Behind EQS Approvals?** - **Seller:** [EQS Group](https://www.g2.com/sellers/eqs-group) - **Year Founded:** 2000 - **HQ Location:** München, DE - **Twitter:** @eqsgroup (1,430 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/eqs-group/ (633 employees on LinkedIn®) - **Ownership:** ETR: EQS ### 17. [Gaapio AI Technical Accounting Platform](https://www.g2.com/products/gaapio-ai-technical-accounting-platform/reviews) Your AI-Powered Technical Accounting Platform—audit-ready memos, AI completed disclosure checklists and benchmarking, contract analysis, SOX controls, deep accounting research, and guidance updates — ASC and Big 4 sourced citations, version history, and enterprise-grade security, giving teams a single place to research, draft, and finalize deliverables—fast. **Who Is the Company Behind Gaapio AI Technical Accounting Platform?** - **Seller:** [Gaapio](https://www.g2.com/sellers/gaapio) - **HQ Location:** Lehi, US - **LinkedIn® Page:** https://www.linkedin.com/company/gaapio/ (1 employees on LinkedIn®) ### 18. [LeaksID](https://www.g2.com/products/leaksid/reviews) LeaksID is designed to protect sensitive files from insider threats, offering a comprehensive steganographic technique to embed distinctive undetectable marks into confidential documents and email attachments. LeaksID is a powerful tool that can be used to deter potential document leaks, detect insider threats, protect against IP theft, safeguard business and M&A deals, secure document sharing and VDRs, and facilitate due diligence processes. **Average Rating:** 4.7/5.0 **Total Reviews:** 15 **How Do G2 Users Rate LeaksID?** - **Ease of Use:** 8.8/10 (Category avg: 8.8/10) - **Quality of Support:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind LeaksID?** - **Seller:** [G-71](https://www.g2.com/sellers/g-71) - **Year Founded:** 2019 - **HQ Location:** Mountain View, California - **Twitter:** @LeaksId (39 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/g71 (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Small-Business, 7% Enterprise #### What Are Recent G2 Reviews of LeaksID? **"[Safeguarding non confidential files](https://www.g2.com/survey_responses/leaksid-review-8716871)"** **Rating:** 5.0/5.0 stars *— Roberto N.* [Read full review](https://www.g2.com/survey_responses/leaksid-review-8716871) --- **"[Secure Document Sharing and protection of files](https://www.g2.com/survey_responses/leaksid-review-9530700)"** **Rating:** 4.5/5.0 stars *— Rahul G.* [Read full review](https://www.g2.com/survey_responses/leaksid-review-9530700) --- #### What Are G2 Users Discussing About LeaksID? - [What is LeaksID used for?](https://www.g2.com/discussions/what-is-leaksid-used-for) ### 19. [LRN Catalyst Disclosures (formerly Certification Manager)](https://www.g2.com/products/lrn-catalyst-disclosures-formerly-certification-manager/reviews) In order to mitigate risk, you need a clear picture of all potential, apparent, and actual exposures, collected in a single source of truth, with smart workflows and escalation processes in place. Our Conflicts of Interest & Disclosures solution is built to do just that- increase your organization’s transparency, maximize E&C teams’ efficiency, and provide the actionable insights you need to inform your larger E&C program. Create an auditable, and searchable repository of disclosures from employees and third parties. Our rules-based backend workflows and questionnaires with branching logic, can be easily configured and customized to fit your organization’s specific use case(s). **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate LRN Catalyst Disclosures (formerly Certification Manager)?** - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind LRN Catalyst Disclosures (formerly Certification Manager)?** - **Seller:** [LRN](https://www.g2.com/sellers/lrn-14220c08-ffe8-4dcb-a990-952ef63fd99f) - **Year Founded:** 1992 - **HQ Location:** New York, NY - **Twitter:** @LRN (4,082 Twitter followers) - **LinkedIn® Page:** https://linkedin.com/company/lrn (891 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of LRN Catalyst Disclosures (formerly Certification Manager)? **"[LRN provides an easy way to create courses.](https://www.g2.com/survey_responses/lrn-catalyst-disclosures-formerly-certification-manager-review-8935099)"** **Rating:** 4.5/5.0 stars *— Mario M.* [Read full review](https://www.g2.com/survey_responses/lrn-catalyst-disclosures-formerly-certification-manager-review-8935099) --- ### 20. [Naehas Disclosure Management](https://www.g2.com/products/naehas-disclosure-management/reviews) The Naehas Disclosure Management solution is a collaborative platform that allows you to easily create, manage and deploy timely, accurate and consistent product, marketing and servicing disclosures across all channels. Managing financial disclosures is very complex due to immense and ever-changing regulations. The process is slow and cumbersome with bottlenecks along the way as authors, reviewers and approvers are often doing manual, corner-to-corner reviews of similar, or same content. Naehas understands these challenges and has worked with the largest financial services companies to build a solution with flexible and business configurable capabilities specifically designed for disclosures. Our solution provides tools needed to manage risk, increase efficiency and ensure compliance with the ever-changing regulatory requirements faced within the financial services industry. **Who Is the Company Behind Naehas Disclosure Management?** - **Seller:** [Naehas](https://www.g2.com/sellers/naehas) - **Year Founded:** 2006 - **HQ Location:** Palo Alto, US - **LinkedIn® Page:** https://www.linkedin.com/company/naehas (178 employees on LinkedIn®) ### 21. [ONESOURCE Statutory Reporting Software](https://www.g2.com/products/onesource-statutory-reporting-software/reviews) Thomson Reuters ONESOURCE Statutory Reporting is leading cloud-based disclosure management software, helping you remain compliant in over 45 jurisdictions. A global platform that supports you locally, ONESOURCE Statutory Reporting software includes local language, country-specific reporting templates, and timely best-practice content updates from Big Four accounting firms and in-house content experts. **Who Is the Company Behind ONESOURCE Statutory Reporting Software?** - **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters) - **Year Founded:** 2008 - **HQ Location:** Toronto, CA - **Twitter:** @thomsonreuters (150,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®) - **Ownership:** NYSE:TRI ### 22. [Quartex Public Disclosure and Reporting](https://www.g2.com/products/quartex-public-disclosure-and-reporting/reviews) Our public disclosure and reporting solutions align with your operational activities and support your business goals. Identify and track matters to be disclosed, capture insights and data across your business processes, meet and manage deadlines and requirements, and build a robust, central source of truth for reporting. MRMR disclosures - Transparent reporting to meet stock exchange obligations **Who Is the Company Behind Quartex Public Disclosure and Reporting?** - **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/ (214 employees on LinkedIn®) ### 23. [ROC COMPLIANCE](https://www.g2.com/products/roc-compliance/reviews) ROCCompliance: Comprehensive Statutory Management Solution ROCCompliance is an all-encompassing statutory management and secretarial compliance platform, designed to simplify and automate essential corporate governance tasks. This powerful tool enables companies to efficiently manage compliance with the Companies Act, 2013, ensuring complete statutory management for forms, meeting documents, and ROC filings. Key features include a dynamic meeting management page and an AI-powered authorization search, helping companies streamline their processes and maintain accurate records. Key Features: Meeting Management: Organize, document, and track company meetings with a user-friendly meeting management page, complete with agenda and minutes management. Effortlessly store and retrieve records to stay compliant and prepared for audits. Statutory Forms Management: ROCCompliance provides a comprehensive suite of statutory forms required for ROC filings, keeping companies compliant with evolving regulatory requirements. This reduces administrative work and ensures timely submissions. AI-Based Authorization Search: Powered by advanced AI, ROCCompliance includes an authorization search tool that allows users to quickly locate and verify authorizations within meeting documents. This feature provides fast, reliable access to critical compliance information. **Who Is the Company Behind ROC COMPLIANCE?** - **Seller:** [CHNYD TRACE](https://www.g2.com/sellers/chnyd-trace) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 24. [Skillcast](https://www.g2.com/products/skillcast/reviews) Businesses seeking regulatory confidence rely on compliance, risk, and HR leaders to drive consistent, ethical behaviours. But they’re often held back by fragmented systems and limited visibility, making it difficult for them to track, evidence, and confidently manage compliance. For over 25 years, Skillcast has helped businesses worldwide build strong compliance cultures and support employees to act with integrity using an ethical AI-first approach to e-learning. Our Compliance Portal brings key processes - learning, policies, disclosures, and registers - into one central, auditable system, allowing you to: - Centralise compliance operations: Manage e-learning, policies, disclosures, registers, and training events within a single integrated environment. - Streamline learning and tracking: Deliver and monitor training through a built-in LMS, with full visibility of engagement and outcomes. - Strengthen policy governance: Use the Policy Hub to publish, version-control, and track employee acknowledgements. - Capture and evidence activity: Record disclosures, manage approvals, and maintain auditable registers for areas like conflicts of interest and gifts. - Support continuous development: Track CPD and training history through Training 360, while managing live or virtual sessions with Training Events. - Elevate compliance with intelligent AI support: Use Aida, our AI Digital Assistant, to provide instant, contextual guidance to employees, answer compliance queries in real time, and reinforce learning directly within the platform. - Deploy solutions your way: Choose from off-the-shelf solutions for rapid implementation, customisable options to tailor functionality, or fully bespoke builds designed around your organisation’s specific compliance needs. - Cut training time with personalised learning paths: Use pre-assessments to tailor learning, reduce training time and fatigue, maintain compliance standards, and track measurable ROI through improved completion rates, efficiency, and time saved. - Deliver training seamlessly through your LMS: Deliver Skillcast compliance courses via Remote SCORM, enhance reporting with deeper analytics, and centralise insights while keeping user management within your existing LMS. The impact is practical and measurable, with real-time tracking, easier regulatory reporting, and improved accountability. Trusted by 1,400+ leading organisations - including Tesco, Dr. Martens, Barclays, and Investec - Skillcast helps you move compliance from a reactive, manual process to a structured, transparent part of daily operations. **Who Is the Company Behind Skillcast?** - **Seller:** [Skillcast](https://www.g2.com/sellers/skillcast) - **Year Founded:** 2001 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/skillcast/ (128 employees on LinkedIn®) ### 25. [SpeakUp®](https://www.g2.com/products/speakup-speakup/reviews) SpeakUp is an AI-powered ethics and compliance platform that helps enterprise organizations manage whistleblowing, disclosure workflows, and compliance investigations across multiple jurisdictions. More than 600 organizations rely on SpeakUp, covering over 10 million individuals worldwide. Customers include BMW, Nestle, Randstad, Electrolux, and Swarovski. What SpeakUp Does SpeakUp centralizes two core compliance workflows into one platform: 1) SpeakUp Report (misconduct reporting): Employees, customers, and third parties submit reports through a secure, confidential channel. Compliance teams receive, triage, and manage cases within a centralized Case Management System, from intake to resolution. Secure two-way communication allows case managers to engage directly with reporters throughout the process. 2) SpeakUp Paths (disclosure management): Employees declare conflicts of interest, gifts and entertainment, outside activities, and other disclosures. Approvals and escalations follow configurable, automated workflows. Sienna AI: Purpose-Built AI for Compliance Sienna is SpeakUp's proprietary AI layer, built specifically for compliance use cases. It underpins the entire platform, helping teams capture, process, and act on information faster across reporting and disclosure workflows. Key Capabilities -Multi-channel intake: web, mobile app, voice, and AI phone agent -Support for over 100 languages with real-time translation, making it viable for global, distributed organizations -Fully configurable case workflows, submission types, and access controls -Detailed audit trails for every case, from intake to resolution -Real-time dashboards with case volume trends, resolution times, and geographic distribution -No-code setup; no technical expertise required to launch or configure Security and Regulatory Compliance SpeakUp combines information security (ISO 27001/ISO 27002) and privacy (ISO 27701) certifications. The platform is audited quarterly on the basis of ISAE3000 Type II, providing continuous, verifiable assurance of operational procedures. It also holds SOC2 and TISAX certifications. SpeakUp supports compliance with the EU Whistleblowing Directive, the German Supply Chain Act, GDPR, NIS2, and DORA. It also meets DOJ and SEC requirements for organizations operating in the US. Deployment SpeakUp is a SaaS platform designed to scale across complex, multinational organizations. Pricing is customized based on company size and feature requirements. By leveraging SpeakUp, organizations can centralize their ethics and compliance programs, give every individual a safe way to speak up, and equip compliance teams with the tools they need to act with speed and confidence. **Average Rating:** 4.6/5.0 **Total Reviews:** 41 **How Do G2 Users Rate SpeakUp®?** - **Ease of Use:** 9.2/10 (Category avg: 8.8/10) - **Quality of Support:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind SpeakUp®?** - **Seller:** [SpeakUp®](https://www.g2.com/sellers/speakup-f3172402-599f-4528-8e19-f2ec3d466d8b) - **Company Website:** https://speakup.com - **Year Founded:** 2004 - **HQ Location:** Amsterdam, North Holland - **LinkedIn® Page:** https://www.linkedin.com/company/speakup-listen-for-a-change/ (92 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 51% Enterprise, 39% Mid-Market #### What Are SpeakUp®'s Pros and Cons? **Pros:** - Ease of Use (14 reviews) - Customer Support (12 reviews) - Implementation Ease (6 reviews) - Customization (4 reviews) - Response Time (4 reviews) **Cons:** - Data Management Issues (3 reviews) - Learning Curve (3 reviews) - Access Issues (2 reviews) - Difficult Learning (2 reviews) - Inefficient Workflow (2 reviews) ### What Do G2 Reviewers Say About SpeakUp®? *AI-generated summary from verified user reviews* **Pros:** - Users find SpeakUp® to be **very user-friendly and intuitive** , making reporting simple and efficient. - Users praise the **outstanding and personalized customer support** of SpeakUp®, which greatly enhances their overall experience. - Users appreciate the **quick and seamless implementation** of SpeakUp®, enhancing usability and support throughout the process. - Users value the **customization opportunities** in SpeakUp®, enhancing its usability and meeting diverse needs. - Users praise the **fast response time** and helpfulness of the SpeakUp support team, enhancing their overall experience. **Cons:** - Users face **data management issues** like inability to erase test reviews and problems with reply registration. - Users face a challenging **learning curve** with SpeakUp®, requiring time to fully understand its configuration and usability. - Users face **access issues** with SpeakUp®, impacting both administrators and whistleblowers, complicating their overall experience. - Users find the **difficult learning curve** for SpeakUp® challenging, despite availability of resources and eventual ease of use. - Users find the **inefficient workflow** of SpeakUp® frustrating due to unintuitive task creation and basic interface design. #### What Are Recent G2 Reviews of SpeakUp®? **"[SpeakUp Made Our Global Whistleblowing Seamless, Intuitive, Anonymous, Well-Supported](https://www.g2.com/survey_responses/speakup-review-12699277)"** **Rating:** 5.0/5.0 stars *— Deborah Marcella L.* [Read full review](https://www.g2.com/survey_responses/speakup-review-12699277) --- **"[A well-designed, thoughtful anonymous reporting channel that builds trust](https://www.g2.com/survey_responses/speakup-review-12082111)"** **Rating:** 4.5/5.0 stars *— Verified User in Investment Management* [Read full review](https://www.g2.com/survey_responses/speakup-review-12082111) --- ## What Is Disclosure Management Software? [Governance, Risk & Compliance Software](https://www.g2.com/categories/governance-risk-compliance) ## What Software Categories Are Similar to Disclosure Management Software? - [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) --- ## How Do You Choose the Right Disclosure Management Software? ### 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/)