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Honeypot Field to Catch Bots

Drive efficiency and eliminate risk with purpose-built content management software

As the market leader, DFIN knows that total control over your content matters the most - from anywhere, anytime. As part of DFIN’s Arc Suite® end-to-end solution, ArcPro® offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications.

Experience the ArcPro difference

See how the ArcPro shareholder content management system provides a comprehensive solution for every step of the regulatory process.

Content Management
Summary Prospectus Creation
Customized Production Workflows
Automated Publishing
iXBRL Tagging

Content Management

  • Real time, consistent shared content updating across all documents
  • Leverage variable content to vary language where appropriate
  • Utilize supplement functionality to update documents off cycle
  • Maintain strong version control and audit trail
  • Ingest, transform, and feed data to documents in real time
  • Produces highly stylized compliance output

Summary Prospectus Creation

  • Automatically add, update, remove or move content in the summary prospectuses directly from the statutory prospectus
  • Include all appropriate linking and layered disclosure capabilities to satisfy summary prospectus requirements
  • Batch publish all summaries from one screen
  • Cross reference with other documents

Customized Production Workflows

  • View managerial dashboard
  • Integrate email
  • Consolidate comments and maintain audit trail
  • Streamline and track document delivery
  • Approve, reject and certify

Automated Publishing

  • Produce high volume output
  • Incorporate template-driven, consistent stylized documents
  • Compare granular blacklines
  • Generate automated <R> EDGAR HTML
  • Experience automated charting
  • Publish to website

iXBRL Tagging

  • Retain tags year over year
  • Update with ease
  • Utilize table templates to automate table tagging
  • Publish ad-hoc in minutes
  • Confidently be SEC file-ready
  • Automated in-app iXBRL

ArcPro shareholder content management software is the tool that keeps you compliant

Superior Version Control

An industry leading content management solution proving seamless version control.

Flexible to any need

Supports over 10,000 mutual funds, ETFs, CTFs and closed-end funds for large and small asset managers as well as 21 of the top insurance companies.

Translations

The ability to produce translated documents in over 31 languages.

iXBRL

Provides in-app, automated publishing capabilities for producing print or web-ready PDFs, blacklined drafts, EDGAR documents and automated iXBRL.

End-to-end solution

Your common source for creating, managing and publishing documents.

ArcPro Maximum

Maximum efficiency and collaboration

Streamline the review and approval process, from anywhere with this cloud-based workflow solution. Reduce production timelines and trust that content is in sync, accurate and compliant.

Edit once, update many

Apply automated iXBRL tags once in shared content and they automatically appear where content is used. This iXBRL tagging software ensures text consistency across multiple documents.

Confidently automate and customise your project management with Workflow

Get top-down visibility into your production cycles. Allow multiple contributors to review documents in parallel, identify bottlenecks and experience the efficiency of email integration, in addition to automated iXBRL tagging.

Workflow integrates with ArcPro and ArcReporting, our solution for producing shareholder reports.

View Workflow

Total Compliance Management helps meet today’s modernisation challenges

Total Compliance Management is DFIN’s holistic approach to providing a customised, audit-traceable and centralised compliance program. It leverages DFIN’s ArcDigital® and ArcPro solutions to efficiently adhere to complex components of SEC Rule 30e-3 and Rule 498A regulations.

Learn more about Arc Suite’s integration with our web hosting and user-friendly storefront feature.

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Experience expert service and industry-leading support — every step of the way

When your work with DFIN, you get:

ArcPro people ready People ready to help 24/7/365

ArcPro access to expert Access to expert iXBRL conversion services

ArcPro solution A solution that incorporates the knowledge and experience of the largest EDGAR filer to the SEC

See how purpose-built regulatory content management drives efficiency and eliminates risk.

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