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Manage the production of shareholder reports and filings with confidence.

This powerful shareholder reporting software improves your internal controls and reduces the risk of errors. Our intuitive automated financial reporting tool helps you manage complex data and content to create and file high-quality, consistent regulatory documents for investment companies.

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As part of DFIN's Arc Suite end-to-end solution, ArcReporting is:

Comprehensive

Technology purpose-built to produce annual, semi-annual, ad hoc and quarterly reports for registered investment companies, private equity, hedge and alternative investment reporting.

Intuitive

A true SaaS solution that is easy to use and allows for the efficient and accurate creation of automated financial statements and regulatory filings.

Automated

The ability to produce automated, cover-to-cover PDFs in English plus 30 additional languages, blackline PDFs and EDGAR HTML.

Global

High-quality financial shareholder reporting in the U.S., Canada, U.K. (Bank of England), Ireland (Central Bank of Ireland) and Luxembourg (Commission de Surveillance du Secteur Financier).

Explore all the ways ArcReporting stands alone from the competition.

Drive efficiency and reduce risk with ArcPro

As part of DFIN’s Arc Suite integrated solution, ArcPro works seamlessly with ArcReporting to streamline the creation, review and approval process for prospectus building and a wide range of other regulatory communications.

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ArcReporting UI
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ArcReporting: A Powerful Financial Reporting Platform for the Funds Industry

ArcReporting helps you manage the growing challenges of producing shareholder reports for clients and auditors by automating reporting and improving consistency. Our intuitive automated financial reporting tool helps you manage complex data and content to create and file high-quality, consistent regulatory documents for investment companies.

View Fact Sheet

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Harnessing Technology to Automate the Creation and Publishing of Shareholder Reports

How well does ArcReporting streamline the creation and publishing of shareholder reports? For one investment management firm with over one trillion dollars in assets, it turned a 48-hour process into something that can now be handled in just minutes. By working with DFIN, the client was able to:

  • Eliminate several operational steps in the process.

  • Reduce the time and effort their team spent reviewing and publishing shareholder reports.

  • Implement the ArcReporting application within a very tight time frame.

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Podcast BG

The Best Way to Manage Your Alternative Investment Portfolio — It's Not Excel

Using spreadsheets to manage data is not the most effective way to collaborate, and ensure compliance and accuracy. In this podcast, Eric Johnson, president, Global Investment Companies, talks about the risks and dangers of using spreadsheets, and how our enterprise solution, ArcReporting, can help you get the most out of your data and manage your alternative investment portfolio with confidence and efficiency.

Listen to Podcast

“ArcReporting is exciting for employees and prospective clients. They haven't experienced automated financial statements in the hedge fund space before.”

Marcus Malley,
Senior Managing Director and Global Head of Financial Reporting, HedgeServ

Testimonial - HedgeServ

Learn more about how DFIN’s end-to-end risk and compliance solutions stand alone.