Learn about the four key criteria you should consider when choosing a disclosure management solution.



The disclosure process is a quarterly drill financial professionals know all too well. Gathering source data, coordinating information across document types, and applying quality XBRL tags with deadlines looming is challenging to say the least. Investing in a comprehensive disclosure management solution is a way to centralize and standardize your financial disclosure process to cut costs and save time and resources.

Download Certent’s Choosing a Disclosure Management Solution white paper for four key criteria to consider when evaluating vendors including:

  • Key functionality to look for
  • Tips for evaluating the software platform
  • Guidance for assessing the support model
  • Opportunities for user training and education

Your privacy is very important to us.

Your privacy is very important to us.

“My favorite thing about working with Certent is just the people. They’re passionate about what they do and I love that. I’ve found a group that I can identify with that really takes ownership of the knowing the numbers, knowing their subject matter and that is important to me. ”

- Monica B.,

Resources Global Professionals

“Now that we have implemented Certent, we have a much more efficient process to update tables in the document immediately and can utilize multi user performance. For someone considering Certent, the customer service level is what sets them apart. ”

- Elliott B.,

LifePoint Health

“Prior to using Certent, I only had experience reviewing XBRL. Without much of a learning curve, I am now doing the XBRL tagging myself. The customer service at Certent is also exceptional. I am very happy to have chosen Certent for our filing needs. I would definitely recommend Certent. ”

- Bobby R.,

Southwest Bancorp, Inc.

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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