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Introducing ArcFlex

DFIN’s flexible reporting solution for Alternative Investments

ArcFlex is DFIN’s flexible, cloud-based reporting solution purpose-built for investment companies. It streamlines the creation and editing of financial disclosures while also delivering accurate, audit-ready reports through a centralized, collaborative workspace. ArcFlex is the modern way to simplify complexity, strengthen controls, and stay ahead of global regulatory demands.

As part of DFIN's Arc Suite® end-to-end solution, ArcFlex gives you:

Built for Alternative Investments

Developed by leading investment fund industry experts, ArcFlex is tailored for Alternative Investments and Hedge Funds Managers, Private Equity Fund Advisors, Business Development Companies (BDC) and Other Unregistered and Registered Fund Companies.

Wide range of form types

Quickly and accurately prepare financial reports for the SEC and other Self-Regulating Organizations (SRO), including: annual/quarterly reporting, short-form documents, closed-end reporting, proxy reports, ’33/’34 act reporting, schedule 13D and G, board reporting, Form PF, CPO-PQR, N-PORT, N-CEN, N-MFP and much more.

Content standardization

Create disclosures once and reuse them across multiple reports and funds. Standardized content like footnotes can be centrally managed and automatically updated wherever used.

Streamlined collaboration

ArcFlex centralizes the creation, editing and composition of financial reports. Teams can collaborate in real time, track changes and maintain compliance — all in one dedicated environment.

Greater security

Built-in enterprise-grade security with SOC 2 Type II, MFA, SSO, encryption, role-based access and audit trails to ensure protection against cyber risk, meet enhanced IT standards and comply with global regulatory standards.

Seamless implementation

ArcFlex is designed for seamless onboarding with minimal disruption to your existing processes. Our intuitive UX/UI ensures a smooth transition and can get your team up and running quickly with minimal training required.

Experience the ArcFlex difference

Real-Time Collaboration
Excel Linking
Advanced Content Editing
Audit-Ready
iXBRL Tagging
Streamlined UX/UI Experience

Real-Time Collaboration

Real-time, powerful collaboration features

  • Sign-off workflows
  • Team and task assignments and notifications
  • Public and private commenting
  • Auto-versioning and compare
  • Track every change

Excel Linking

Easy integration with Excel to link key data

  • Include Excel charts, tables, & data points in ArcFlex documents
  • Sync Excel data across documents in real time
  • Change data in Excel, instantly refresh everywhere in your reports

Advanced Content Editing

Flexible output options with robust in-application editing controls

  • Modify headers, footers and page breaks
  • Create content presets, Snippets, to edit once and update universally
  • Input text across page types
  • Simplify formatting
  • Import Word files
  • Build reuseable templates
  • View exports in multiple formats (Word, PDF, HTML and PPT)
  • Quickly build polished PowerPoint presentations using your financial data

Audit-Ready

  • Full version control
  • Role-based access
  • Compliance workflows

iXBRL Tagging

  • Built-in intelligence with iXBRL tagging and review to reduce complexities and streamline processes
  • Option to leverage DFIN’s world-class iXBRL tagging experts

Streamlined UX/UI Experience

Streamlined UX/UI experience enables instant access to your projects, rapid task completion with minimal training required

Why DFIN for Alternative Investments?

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Purpose-built

ArcFlex was built by leading industry experts for Hedge Funds Managers, Private Equity Fund Advisors, Business Development Companies (BDC) and Other Unregistered and Registered Fund Companies.

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Trusted partner

DFIN supports over 20,000 funds globally — including Private Equity, Alternative Investments, Hedge Funds, Variable Products, Mutual Funds, ETFs, CTFs and SICAVs. 85% of the top 20 global asset managers and 75% of the top 20 fund administrators rely on one or more Arc Suite® solutions.

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Proven leadership

ArcFlex is backed by the service, support, experience and expertise of an established leader in the financial industry.

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Five purpose-built products. One powerful solution.

With increased global regulatory pressures, traditional spreadsheets and Word documents simply can’t meet today’s complex compliance regulations. DFIN’s Arc Suite® end-to-end solution streamlines your processes to drive efficiency and reduce risk for all your 1940 Act global regulatory compliance needs.

Learn more

Modernize your investment companies reporting processes today.

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call +1 800 823 5304