Drive efficiency and eliminate risk with purpose-built content management software

As the market leader, DFIN knows that total control over your content matters the most - from anywhere, anytime. As part of DFIN’s Arc Suite® end-to-end solution, ArcPro® offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications. Find out for yourself why more than 10,000 funds trust ArcPro content management software for financial compliance.

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Experience the ArcPro difference

See how the ArcPro shareholder content management system provides a comprehensive solution for every step of the regulatory process.

Content Management

Summary Prospectus Creation

Customized Production Workflows

Automated Publishing

iXBRL Tagging

Content Management

Real-time, consistent shared content updating across all documents
Leverage variable content to vary language where appropriate
Utilize supplement functionality to update documents off cycle
Maintain strong version control and audit trail
Ingest, transform, and feed data to documents in real time
Produces highly stylized compliance output
Edit once, update many

Summary Prospectus Creation

Automatically add, update, remove or move content in the summary prospectuses directly from the statutory prospectus
Include all appropriate linking and layered disclosure capabilities to satisfy summary prospectus regulatory requirements
Batch publish all summaries from one screen
Cross reference with other shareholder documents

Customized Production Workflows

View managerial dashboard
Integrate email
Consolidate comments and maintain audit trail
Streamline and track document delivery
Approve, reject and certify with existing compliance workflows

Automated Publishing

Produce high-volume output across industries including mutual funds, ETFs, CTFs, closed-end funds, insurance companies and more
Incorporate template-driven, consistent stylized documents
Compare granular blacklines
Generate automated <R> EDGAR HTML
Experience automated charting
Publish to website

iXBRL Tagging

Retain tags year over year
Update with ease
Utilize table templates to automate table tagging
Publish ad-hoc in minutes
Confidently be SEC file-ready
Automated in-app iXBRL

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ArcPro shareholder content management software is the tool that keeps you compliant

Superior Version Control

An industry leading content management solution proving seamless version control.

Flexible to any need

Supports over 10,000 mutual funds, ETFs, CTFs and closed-end funds for large and small asset managers as well as 21 of the top insurance companies.

Translations

The ability to produce translated documents in over 31 languages.

iXBRL

Provides in-app, automated publishing capabilities for producing print or web-ready PDFs, blacklined drafts, EDGAR documents and automated iXBRL.

End-to-end solution

Your common source for creating, managing and publishing documents to minimize compliance risks.

Maximum efficiency and collaboration

Streamline the review and approval process, from anywhere with this cloud-native workflow solution. Reduce production timelines and trust that content is in sync, accurate and compliant.

Edit once, update many

Apply automated iXBRL tags once in shared content and they automatically appear where content is used. This iXBRL tagging software ensures text consistency across multiple documents.

Confidently automate and customize your project management with Workflow

Get top-down visibility into your production cycles. Allow multiple contributors to review documents in parallel, identify bottlenecks and experience the efficiency of email integration, in addition to automated iXBRL tagging.

Workflow integrates with ArcPro and ArcReporting, our solution for producing shareholder reports.

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Total Compliance Management helps meet today’s modernization challenges

Total Compliance Management (TCM) combines data processing with our document and content management tools, feeding your data into our automated publishing platform. This holistic approach to compliance management results in an optimized, audit-traceable delivery solution. It leverages DFIN’s ArcDigital® and ArcPro solutions to efficiently adhere to complex SEC regulations, helping you by future-proofing compliance against modernization.

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