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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

As the frontrunner in the industry, DFIN understands that having complete control over your content is essential, allowing access from any location at any time. Integrated within DFIN’s Arc Suite comprehensive solution, ArcPro features user-friendly, cloud-based workflow tools and management dashboards designed to enhance the review and approval process for constructing prospectuses and various regulatory communications. Discover how ArcPro's shareholder content management system delivers an all-encompassing solution for each phase of the regulatory workflow. This leading content management platform ensures flawless version control while offering in-app, automated publishing features that facilitate the creation of print-ready or web-optimized PDFs, blacklined drafts, EDGAR documents, and automated iXBRL outputs. It serves as your unified source for document creation, management, and publication, ensuring real-time updates and consistent content sharing across all documents. Additionally, the system allows for the customization of variable content, enabling tailored language adjustments when necessary, enhancing the effectiveness of regulatory communications.

Description

Efficiently and accurately construct and publish regulatory documents by leveraging a data-driven strategy for content management. With DocuBuilder, you can decompose, categorize, and reuse smaller content elements, such as mutual fund details and service descriptions. The platform's rich metadata tagging system simplifies the integration of these elements into any document, facilitating seamless usage across various contexts. By utilizing DocuBuilder, you gain mastery over intricate regulatory fund documents, as it links content components throughout different documents and outputs. When you modify content in a single file, DocuBuilder allows you to quickly find and update all other documents that utilize the same content, thereby enhancing the efficiency of updating mutual fund regulatory documents. Furthermore, the system automatically formats the output to comply with SEC filing requirements. This accelerates the update process and promotes consistency. In essence, DocuBuilder empowers users to effortlessly create, modify, package, and deliver intelligent content from a unified source, ultimately conserving precious time and resources while improving overall productivity. By streamlining the documentation process, DocuBuilder ensures that regulatory compliance is both manageable and efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ArcRegulatory Yes 
ArcReporting Yes 
DFIN Arc Suite Yes 

Integrations

ArcRegulatory No 
ArcReporting No 
DFIN Arc Suite No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Donnelley Financial Solutions

Founded

1983

Country

United States

Website

www.dfinsolutions.com/products/arcpro

Vendor Details

Company Name

Broadridge

Country

United States

Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Product Features

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

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