DFIN's ArcReporting® Streamlines Preparation,
iXBRL Tagging, and Filing Process for Large Asset Management
Company
CHICAGO, Aug. 1, 2024
/PRNewswire/ -- DFIN (NYSE: DFIN), a leading risk and compliance
company, today announced that a large Los
Angeles-based asset manager used its proprietary SaaS
solution, ArcReporting®, to successfully create,
iXBRL-tag, and live-file a Tailored Shareholder Report (TSR) on
Form N-CSR in compliance with the SEC's new TSR rule.
We've adapted to the TSR rule, simplifying
a complex process and instilling confidence in our clients and
their filings.
The SEC adopted the TSR rule to simplify and standardize
shareholder communications, highlighting key information
specifically for retail investors. This live filing further
demonstrates DFIN's commitment to customer success and continuous
product innovation.
"Delivering innovative solutions that help our clients simplify
operations and stay ahead of the rapidly evolving regulatory
landscape is in DFIN's DNA," said Eric
Johnson, President of Global Investment Companies at
DFIN.
DFIN is the largest SEC EDGAR filer by number of filings
annually, with nearly 40% of investment company filings on an
annual basis. Similarly, DFIN leads the market in iXBRL tagging and
filing.
"DFIN's enhanced ArcReporting solution empowers our clients to
create, assemble, validate, and transmit their N-CSR filings
directly from the application – all with a streamlined dashboard
view," said Floyd Strimling, Chief
Product Officer at DFIN. "In the course of a year, we've adapted to
the new TSR rule, simplifying a complex process and instilling
confidence in our clients and their filings."
ArcReporting is part of DFIN's Arc Suite®, a robust
platform designed to boost productivity, mitigate risk, and enable
end-to-end, straight-through processing. Learn more about
ArcReporting and TSR here:
dfinsolutions.com/solutions/tailored-shareholder-reports.
About DFIN
DFIN is a leading global provider of innovative software and
technology-enabled financial regulatory and compliance solutions.
We provide domain expertise, enterprise software, and data
analytics for every stage of our customers' business and investment
lifecycles. Markets fluctuate, regulations evolve, technology
advances, and through it all, DFIN delivers confidence with the
right solutions in moments that matter. Learn about DFIN's
end-to-end risk and compliance solutions online at
DFINsolutions.com, or you can also follow us on X (formerly
Twitter) @DFINSolutions or LinkedIn.
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SOURCE Donnelley Financial LLC