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 ActiveDisclosure end-to-end solution, ArcFlex gives you:

Ideal for Alternative Investments

Developed by leading investment company industry experts, ArcFlex is tailored for Alternative Investments including: Hedge Funds, Private Funds, Open-end Funds, Closed-end Funds, Variable Insurance Funds, Separately Managed Accounts, and Unit Investment Trust (UIT).

Wide range of form types

Quickly and accurately prepare financial reports for the SEC and other Self-Regulating Organizations (SRO), including: semi/annual reporting, N-CSR, N1-A, N-3 N-4, N-6, N-8, N-8A, 485APOS & 485BPOS, N-VP/VPSF 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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Navigate Alternative Investments Reporting with Confidence

DFIN helps investment managers and administrators navigate reporting complexity with purpose-built technology and industry expertise that modernise financial, regulatory, and investor reporting. By streamlining workflows, strengthening controls, and improving operational efficiency, we help firms reduce risk, maintain compliance, and support long-term growth.

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