Equity and Disclosure Management

Streamline financial reporting for efficient business decision-making.

Eliminate Manual Processes and Save Time

Effortlessly craft your external, internal, regulatory and statutory reports with precision and compliance in accordance with ESEF taxonomy, within the familiar Microsoft Office environment.

Our disclosure management services streamline the process of publishing financial statements, reports, and presentations, including annual reports. This ensures a seamless experience for management, owners, company stakeholders and regulatory bodies alike.

Why Work with Adastra?

2

days of training to ensure business users can work with the solution independently

3

months to deploy an initial Certent solution into a holding company, group or large organization

5+

years of experience implementing Certent solutions in large corporations

Focus on Content Quality and Work Efficiency

Integration with Microsoft Office Guarantees Ease of Use

Your existing Microsoft Office skills are all you need to create intricate documents with numbers, graphs, and text.

Elevate Microsoft Office capabilities with added security features, audit trails, and automated data integration.

Automation for Consistent Reporting

Roll over reports to the next period automatically, jumpstarting the report creation process with your latest data. Utilize dynamic text based on variables in various output options (Word, PowerPoint, PDF, Adobe InDesign, HTML, iXBRL, XHTML) for uniform and accurate reports.

Efficient Multi-Source Data Integration

Link the text or comments and actual data directly to source data, ensuring consistency and eliminating conflicts or outdated information. Automatically propagate changes in source data to all reports, maintaining a single version of the truth and reducing human error.

XBRL for Global Compliance

Implement real-time XBRL tagging for error detection, adhering to global standards (XHTML, IFRS, ESMA/ESEF). Ensure accuracy and quality with dynamic report previews during the tagging process, enhancing compliance efficiency.

Enhanced Auditability and Security

Track document sections, monitor closing deadlines, and automate notifications for a clear overview. Restrict access based on authorization, utilizing standard Word functionality for version comparison with auditable changes.

ESG Reporting and Compliance Excellence

Tailor ESG reports to specific data and objectives, enhancing security through audit trails to ensure regulatory compliance. Accommodate a variety of data types for comprehensive corporate reporting, all within a user-friendly interface that allows for personalized report customization, ensuring efficient ESG reporting.

Unleash Speed, Precision and Consistency

Transform Tedious Tasks

Revamp laborious, error-prone procedures into controlled, efficient workflows, ensuring faster completion with higher precision and uniformity.

Benefit from Speed, Accuracy, and Consistency

Effortlessly prepare various reports, such as: annual & quarterly reports; preliminary reports; statutory accounts; Solvency II (EIOPA) reporting; XBRL/iXBRL filing; Common reporting (COREP); financial reporting (FINREP) and EBA reporting; PR and regulatory news service announcements; SEC/EDGAR & ESMA ESEF reporting; results presentations, board packs & budget books; Association of Certified Fraud Examiners (ACFR) reports.

Meet the Reporting Needs of Multinational Organizations

Implement instant XBRL tagging with the insightsoftware (Certent) solution, ensuring real-time error detection and compliance with global standards. Tag once, update effortlessly, and verify iXBRL document accuracy before submission, reducing both risk and redundancy. Utilize the dynamic report preview feature for easy comparison between original documents and XBRL labels.

Minimize Errors and Bolster Document Safety

Maintain clarity with real-time tracking of document status, deadline adherence, and responsibility assignments. Employ automatic notifications for efficient management. Implement strict access controls to ensure authorized access only, enhancing both security and data integrity. Leverage standard Word features for version comparisons, including traceable changes for auditability.

Start Working with Our All-in-One Disclosure Management Solution

Seamlessly integrate with Microsoft Office, automating narrative reporting and maintaining consistency across internal and external reporting. Control versions, workflow, and audit trails to reduce risk and ensure security. Directly connect to multiple data sources and refresh at any time. Implement XBRL tagging efficiently, enabling multi-national organizations to use a single reporting/tagging solution.

Empower Financial Efficiency Now

Discover how disclosure management significantly streamlines financial data transfer into regular and annual reports, replacing manual, error-prone processes with comprehensive, user-friendly IT systems.

Feel confident in your data so you can direct your attention to interpreting financial ratios.

Efficient CDM Implementation: Best Practices and Collaborative Learning

CDM Best Practice Principles

We specialize in crafting automated solutions aligned with Certent Disclosure Management (CDM) best practices to amplify efficiency and precision. Our approach involves optimizing report generation processes for comprehensive automation, minimizing manual involvement, and realizing significant time savings, especially in repetitive tasks such as annual report generation. We also employ robust strategies to minimize errors, ensuring heightened data integrity and reliability.

Hands-On Learning Approach

We drive hands-on, collaborative report creation, cultivating an interactive learning environment that promotes seamless skill transfer and accelerates adoption within your organization.

Expertise in Regulatory Compliance

We stay current with regulatory requirements in data management, including ESMA/ESEF and ESG standards, ensuring our solutions not only meet but exceed regulatory expectations. We provide organizations with the assurance of unwavering compliance.
Success Story

Deployment of Automated Annual Report Preparation in a Large Holding Company

Our client is a large company with hundreds of subsidiaries operating primarily in the energy and utilities sector. They partnered with Adastra to streamline the annual report preparation process within 3 months. We worked with 3 annual reports including attachment spreadsheets in Word and Excel formats. The project resulted in:

  • An automated annual report creation process
  • Robust security with different document permissions for different users
  • Legislation compliance with XBRL tagging
Success Story

Within 3 Months, 3 CDM Reports Were Created Automatically Using Dozens of Variables

Adastra helped our client use the Certent Disclosure Management platform (insightsoftware) to:

  • 3 CDM reports with full auditability of changes and dozens of variables for maximum automation
  • Advanced security and defined workflows
  • Linked CDM reports to source data

The project also included a two-day training session, after which the customer's finance staff were able to manage and develop the reports themselves.

Let’s Talk Disclosure Management