Document Management

Trust your regulated communications and reporting to Merrill’s world-class, compliant disclosure solutions.

Streamline your process and ensure accuracy and compliance with our end-to-end document management solution. Merrill brings unmatched expertise in managing content creation, printing and distribution for regulatory disclosure. With nearly 50 years of experience and a global infrastructure, we can handle the composition and stylization of key financial information as well as filings in all major markets worldwide.

Seamlessly manage your capital-raising regulatory filing requirements.

Engage Merrill’s deep expertise and award-winning document management software to ensure that your regulatory filings are accurate and correctly formatted in EDGAR and XBRL. Format for any style required by your underwriters, and use document sharing capabilities to collaborate on, perfect and distribute your critical financial and regulatory disclosures for timely delivery and compliance with SEC requirements.

Merrill can help you with document management and regulatory disclosure requirements for:
  • Debt Offerings
    • Investment Grade Bond Offering
    • High-Yield Bond Offering
    • Rule 144A Offering

Learn more about Merrill’s services for capital transactions

Meet ever-changing regulatory requirements leveraging Merrill’s world-class online document management solutions.

Trust Merrill to meet regulatory disclosure requirements, including mandatory filings and required shareholder communications, with the highest levels of quality, accuracy and security. Our end-to-end document management solutions and unmatched subject matter expertise in EDGAR and XBRL, including nearly 50 years of SEC filing experience, affords you complete confidence during the disclosure process.

Merrill can help you with document content management for:

Learn more about Merrill’s services for regulatory disclosure
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.

    Learn More
  • 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.

    Learn more
I agree

This site uses cookies to offer you a better experience. For more information, view our privacy policy.