Anaplan DM - Disclosure Management
Accelerate the production of your financial and narrative reports (appendices, URDs, management reports, investor packs) thanks to a collaborative platform: connected data, linked Office content, controlled versions, approval workflow, traceability and multi-channel distribution - while guaranteeing the consistency of figures and texts.
Less reformatting
Standardized templates, styles and chaptering to industrialize formatting.
Trust & governance
Centralized controls, validations, access rights, historical records and receipts.
Multi-channel publishing
Office/PDF/HTML export, automated distribution, secure sharing of deliverables.
Key features
Collaborative writing
Document structure, reusable sections, integrated validations and comments.
Office integration
Dynamic links with Word, PowerPoint and Excel for instant updates.
Workflow & tasks
Real-time planning, approvals and progress monitoring.
Connected data
Automatic synchronization of figures between Anaplan and narrative reports.
Governance & audit
Version history, audit trail and role separation.
XBRL tagging
Preparation for iXBRL publication with integrated validations.
Frequently asked questions
Real-time collaboration ?
Yes, several users can work on the same document simultaneously.
Data always up to date ?
The figures are linked to Anaplan, guaranteeing total consistency.
Export formats ?
Word, PowerPoint, PDF, HTML, with multi-channel distribution.
Security & governance ?
Versioning, roles, audit trail and separation of responsibilities included.