Equity and Disclosure Management Solutions

Disclosure management is the process and technology used to prepare external and internal reports that combine financial data with narrative, such as annual reports, statutory accounts, regulatory filings and board packs. A disclosure management platform links figures in documents to source systems, supports collaborative drafting with workflow and audit trails, and produces outputs including PDF, Word and tagged XBRL or iXBRL files, all from one controlled environment.

We focus on the reporting side of equity compensation: maintaining reliable data on grants, vesting schedules, forfeitures and exercises, calculating share-based payment expense under the applicable accounting standard, and producing the related journal entries and disclosure notes. We integrate this data with your HR, payroll and finance systems or plan administrator, so equity figures in the financial statements reconcile and are fully traceable.

A first report, such as the annual report or a set of quarterly statements, can usually be implemented within a few months, timed so it is ready for a real reporting cycle. We typically rebuild a prior-period report first to validate figures and tagging. Additional reports, entities and data integrations are added in later phases. The main factors are report complexity, the number of data sources and the availability of your finance team.

Often not. When tagging is built into the reporting process, your team applies and reviews tags as part of drafting and can generate validated output directly. Some organizations still choose an external agent for submission or a final review, and we can support either model. The key benefit is that tagging is no longer a rushed, separate step at the end of the process with limited visibility for your team.

Every figure in a report is linked to a defined source, and data refreshes are logged. We add reconciliation checks between source systems and report tables, set up role-based access and approval workflows, and configure audit trails that record every change. During implementation we reconcile a full prior-period report line by line, so you have evidence that the new process reproduces trusted numbers before going live.

Yes. Sustainability reports and the sustainability sections of annual reports benefit from the same capabilities: data-linked tables, collaborative drafting, approvals and audit trails. As sustainability reporting standards such as the ESRS introduce digital tagging requirements, a disclosure platform helps you manage financial and sustainability content consistently. We often combine this work with our sustainability data services to build the underlying ESG data foundation.