DFIN Unveils Next-Generation ActiveDisclosure Platform: A Game-Changer for SEC Regulatory Compliance

Cloud-native solution streamlines financial reporting and team collaboration

Donnelley Financial Solutions (NYSE: DFIN), a prominent provider of risk and compliance solutions, has unveiled an entirely redesigned version of its ActiveDisclosure platform. This sophisticated cloud and browser-based system represents a fundamental shift in how financial professionals approach SEC filing and regulatory reporting, combining intelligent automation with collaborative features designed for modern workflows.

Reimagining Financial Reporting Through Technology

The development of this new active disclosure solution reflects DFIN’s deep understanding of market challenges. Built in collaboration with disclosure specialists and institutional clients, the platform addresses the core pain points that financial reporting teams face daily. According to Craig Clay, president of global capital markets at DFIN, “We designed this solution to equip organizations with comprehensive capabilities for executing secure, efficient regulatory filings while fostering seamless collaboration across advisory groups and internal departments.”

The platform’s architecture prioritizes usability without sacrificing functionality. Teams can begin generating filings immediately, thanks to an intuitive interface that eliminates the typical learning curve associated with enterprise software. The browser-based approach means no complex installations or system configurations are required.

Intelligent Features That Drive Productivity

What sets this active disclosure system apart is its embedded intelligence layer. Guided workflows systematically lead users through complex filing processes, while pre-built content and style libraries maintain consistency and accuracy across all regulatory submissions. The built-in project dashboard enables team leads to monitor timelines, task completion, and resource allocation in real time.

Core capabilities include:

• Real-time collaboration framework: Teams coordinate filings across multiple departments and external advisors through integrated task management, automatic version control, and notification systems that keep stakeholders informed throughout the process.

• Interoperability with existing tools: ActiveDisclosure connects seamlessly with Microsoft Office applications and major enterprise resource planning systems, eliminating the need for data migration or entirely new tool adoption.

• Enterprise-grade security infrastructure: The solution meets stringent industry security standards, employing advanced encryption and data protection mechanisms for handling highly confidential financial information.

• iXBRL validation and tagging: Automated tagging ensures compliance requirements are met and report accuracy is maintained across all submissions.

• Integrated performance management: A comprehensive dashboard provides visibility into project status, team workflows, and critical milestones.

• On-demand expert guidance: DFIN’s disclosure professionals remain accessible to provide technical assistance, regulatory guidance, and best-practice recommendations throughout the filing cycle.

Strategic Impact for Organizations

According to Floyd Strimling, chief product officer at DFIN, “This release demonstrates our commitment to engineering solutions that directly address customer requirements. By delivering a cloud-native platform, we enable financial reporting teams to operate with greater efficiency, productivity, and coordination—whether they’re working internally or across external stakeholder groups.”

The redesigned active disclosure platform empowers financial organizations to redirect resources from manual processes toward strategic analysis and decision-making. By automating routine tasks and streamlining cross-functional communication, teams can reduce cycle times and strengthen compliance posture simultaneously.

About Donnelley Financial Solutions

DFIN operates as a global leader in risk management and regulatory compliance solutions, providing specialized expertise, enterprise-class software platforms, and advanced analytics throughout the investment and business lifecycle. The company serves institutions navigating complex regulatory environments, market volatility, and evolving technological landscapes. Visit DFINsolutions.com for comprehensive product information, or connect on Twitter (@DFINSolutions) and LinkedIn for ongoing updates.