Introducing ArcFlex

DFIN’s flexible reporting solution for Investment Companies

ArcFlex is DFIN’s flexible, cloud-based reporting solution purpose-built for Alternative Investments, Private Funds and Hedge Fund companies and their rapidly changing regulatory needs. 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.

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

Ideal for Alternative Investments

Developed by leading investment company industry experts, ArcFlex is tailored for Alternative Investments and Hedge Funds, Private Equity Funds, Interval and Tender Offer Funds, Fund Administrators, Asset Managers 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, closed end fund reporting, private and alternative investments fund reporting, proxy reports, schedule 13D and G, short form documents 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
Streamlined UX/UI Experience
iXBRL Tagging

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
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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
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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
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Audit-Ready

  • Full version control
  • Role-based access
  • Compliance workflows
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Streamlined UX/UI Experience

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

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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
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Podcast

Get to Know ArcFlex

Want to learn more about DFIN’s newest solution, ArcFlex? ArcFlex is DFIN’s flexible, cloud-based reporting solution purpose-built for Private Fund, Hedge Fund and Alternative Investment companies.

In this podcast, Sean Harrington, Managing Director, Solution Services, takes a deep dive into how ArcFlex can modernize your reporting processes.

ArcFlex - Frequently Asked Questions and Answers

ArcFlex is DFIN’s cloud‑based reporting platform designed to help investment companies create, manage, and generate regulatory financial reports with greater speed, accuracy, and control.

ArcFlex is tailored for fund administrators and asset managers as they prepare regulatory documents for alternative investments, including hedge funds, private equity funds, interval and tender offer funds, BDCs, and other registered and unregistered fund companies.

ArcFlex supports annual and quarterly reporting, private and alternative investments reporting, closed‑end fund reporting, proxy reports, Schedules 13D and 13G, and short‑form and other ad hoc documents.

ArcFlex centralizes reporting in one workspace with collaboration, content reuse, automated updates, versioning, and flexible output formats to manage complexity and regulatory demands.

ArcFlex preserves Excel‑based calculation logic and enhances existing processes.

Yes. As a cloud-based solution, ArcFlex scales with your business needs.

Yes. Role-based permissions allow secure collaboration across teams within one organization or across multiple organizations.

No. ArcFlex offers smooth onboarding with minimal disruption and a familiar UX/UI. Users can utilize existing Word and Excel files to speed the onboarding of ArcFlex.

Full FAQ's

Why DFIN for Alternative Investments?

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Purpose-built

Developed by leading investment company industry experts, ArcFlex is tailored for Alternative Investments and Hedge Funds, Private Equity Funds, Interval and Tender Offer Funds, Fund Administrators, Asset Managers 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. With our knowledge of regulatory requirements and change readiness, our thought leadership can help you avoid compliance risk.

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.

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