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ArcReporting®

Manage the production of shareholder reports and filings with confidence.

This powerful shareholder reporting software improves your internal controls and reduces the risk of errors. Our intuitive automated financial reporting tool helps you manage complex data and content to create and file high-quality, consistent regulatory documents for investment companies.

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As part of DFIN's Arc Suite end-to-end solution, ArcReporting is:

Comprehensive

Technology purpose-built to produce annual, semi-annual, ad hoc and quarterly reports for registered investment companies, private equity, hedge and alternative investment reporting.

Intuitive

A true cloud-based SaaS solution that is easy to use and allows for the efficient and accurate creation of automated financial statements and regulatory filings.

Automated

The ability to produce automated, cover-to-cover PDFs in English plus 30 additional languages, blackline PDFs and EDGAR HTML.

Global

High-quality financial shareholder reporting in the U.S., Australia, Canada, U.K. (Bank of England), Ireland (Central Bank of Ireland) and Luxembourg (Commission de Surveillance du Secteur Financier).

Explore all the ways ArcReporting stands alone from the competition.

Streamline
Navigate
Control
Produce
Implement
Streamline
  • Ingest and centralise data and content from different systems and sources
  • Eliminate manual processes with embedded workflow technology that ensures process consistency
  • Shared data and content across multiple documents and filings
  • Reduce production cycle time and risk of error
  • Straight Through Processing (STP) for improved efficiency
  • Customisable audit controls for increased accuracy
  • Integrate with other Arc Suite products
Navigate
  • Streamline financial reporting with software built for the industry, by industry experts
  • Access and review data via a simplified and intuitive user experience
  • Boost productivity with a dashboard view of reports and filings
  • Drive efficiency with built-in, customised audit- and exception-based reporting
Control
  • Maintain financial reports and data security with management oversight
  • Provide permission-based access to internal and external users
  • Schedule and track resources online
  • Leverage shared content, minimising handoffs
  • Collaborate across multiple geographic locations
Produce
  • Automate the creation of print- and web-ready PDFs for shareholder reports, blacklined drafts and EDGAR HTML for regulatory filings
  • Eliminate manual processes with embedded workflow technology
  • Optimise the review, comment and approval process
  • Maintain accuracy throughout the production process
Implement
  • Onboard seamlessly with robotic process automation and Natural Language Processing, reducing costs and uncertainty
  • Create new reports in minutes
  • Automate internal control processes
  • Accelerate learning with in-app training

Drive efficiency and reduce risk with ArcPro

As part of DFIN’s Arc Suite integrated solution, ArcPro works seamlessly with ArcReporting to streamline the creation, review and approval process for prospectus building and a wide range of other regulatory communications.

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ArcReporting UI
FACT SHEET

ArcReporting: A Powerful Financial Reporting Platform for the Funds Industry

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Case Study

Harnessing Technology to Automate the Creation and Publishing of Shareholder Reports

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Podcast

The Best Way to Manage Your Alternative Investment Portfolio — It's Not Excel

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Fact Sheet BG

ArcReporting: A Powerful Financial Reporting Platform for the Funds Industry

ArcReporting helps you manage the growing challenges of producing shareholder reports for clients and auditors by automating reporting and improving consistency. Our intuitive automated financial reporting tool helps you manage complex data and content to create and file high-quality, consistent regulatory documents for investment companies.

View Fact Sheet

Case Study BG

Harnessing Technology to Automate the Creation and Publishing of Shareholder Reports

How well does ArcReporting streamline the creation and publishing of shareholder reports? For one investment management firm with over one trillion dollars in assets, it turned a 48-hour process into something that can now be handled in just minutes. By working with DFIN, the client was able to:

  • Eliminate several operational steps in the process.

  • Reduce the time and effort their team spent reviewing and publishing shareholder reports.

  • Implement the ArcReporting application within a very tight time frame.

View Case Study

 

Podcast BG

The Best Way to Manage Your Alternative Investment Portfolio — It's Not Excel

Using spreadsheets to manage data is not the most effective way to collaborate, and ensure compliance and accuracy. In this podcast, Eric Johnson, president, Global Investment Companies, talks about the risks and dangers of using spreadsheets, and how our enterprise solution, ArcReporting, can help you get the most out of your data and manage your alternative investment portfolio with confidence and efficiency.

Listen to Podcast

“ArcReporting is exciting for employees and prospective clients. They haven't experienced automated financial statements in the hedge fund space before.”

Marcus Malley,
Senior Managing Director and Global Head of Financial Reporting, HedgeServ

Testimonial - HedgeServ

Learn more about how DFIN’s end-to-end risk and compliance solutions stand alone.

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