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Accelerate FOCUS Compliance Reports with In-Platform SEC / XBRL Expertise

Meet SEC filing requirements with ease. ActiveDisclosure produces and files XBRL‑tagged Annual Audited Financials and FOCUS Reports with expert support and direct EDGAR submission. With new Inline XBRL/XML mandates, broker‑dealers need a simpler way to tag and file. Connect your data and apply required XBRL tags while leveraging seamless filing directly through the platform reducing compliance risk and saving time. 

Bringing Your Important Documents Together

ActiveDisclosure brings local-country statutory filings, annual reports, and board materials together in one controlled environment, using direct Excel connectivity and structured workflows to ensure consistent, up-to-date reporting with fewer manual updates.

Integrated XBRL Tagging + EDGAR Filing

Handle preparation, tagging, validation, and submission for all broker‑dealer filings—from Annual Reports to FOCUS Parts II, IIA, and IIC—in one unified platform.

Intuitive, Easy-to-Adopt Experience

Streamline complex reporting with a familiar interface that expedites onboarding, improves review cycles, and reduces training time as teams transition to structured data.

Cost-Effective Compliance without Compromise

Deliver end‑to‑end broker‑dealer reporting—from authoring and tagging to collaboration and filing—built to scale as your reporting needs grow, without sacrificing performance or service.

Expert XBRL Services for Compliant Tagging

Leverage DFIN’s expert XBRL services for tagging, quality checks, and validation, ensuring annual and quarterly Audited Financials meet new SEC requirements with confidence.

The Leader in SEC Filing

DFIN’s ActiveDisclosure is a modern, cloud-based financial reporting software designed to simplify how teams create, collaborate on, and file regulated financial and business reports.

Purpose-built for speed, accuracy, and control, ActiveDisclosure streamlines complex reporting processes with real-time editing and secure workflows.

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Modernize FOCUS Reporting with iXBRL Tagging and Collaboration

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Expert Support from Preparation through Tagging and Filing

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Compliance-Ready Outputs without Manual Reformatting

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Real Excel Integration with Live Linked Data

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What can DFIN do to help your business?

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