Perfect your financial disclosure, SEC reporting and other compliance documents
Merrill technology meets your document review and management requirements.
Gain complete control over your financial disclosure and SEC reporting with our end-to-end, secure, SaaS platform. Multi-user collaboration tools with edit, track changes and versioning provide instantaneous access and real-time file status updates for everyone on your team.
Investment management companies can manage and publish regulatory documents and shareholder communications with our automated records management platform. Easily import data and reuse content across documents, and create audit trails for accountability. Real-time reporting eliminates EDGAR and XBRL charges and keeps disclosures compliant.