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Description

Ideagen Disclose automates disclosure checklists for financial and ESG reporting. Every pre-built bundle is built around a specific standard and geography. Features: - Checklist bundles: UK, International, International for SMEs, US and ESG. Checklists cover standards such as UK GAAP, IFRS and US GAAP, with ESG requirements included across bundles - Expert rules that match requirements to your entity type - AI that generates checklist responses and highlights gaps. It can also compare financial statements against the tailored disclosure requirements to fill in the checklist with one click, and every output goes to human review and approval - Advanced search to find gaps - Review support: high-risk areas are prioritized, unanswered questions are flagged, problem answers are highlighted and prior work is saved - Simultaneous collaboration and reusable checklists across multiple entities - Requirement libraries maintained and updated by Ideagen when standards change Financial and non-financial disclosure requirements are managed in a single workflow. For third-party integrations, contact the Ideagen team about your environment. Disclose is part of the Ideagen compliance platform.

Description

Luthor delivers automated, streamlined compliance for RIAs who need a powerful but easy-to-use platform to manage regulatory responsibilities. Its AI Marketing Review scans every piece of content—emails, social posts, ads, and website updates—to catch violations instantly and provide compliant replacements. Advisors get SEC 17a-4 compliant archiving, omnichannel monitoring, and a centralized dashboard showing firm-wide compliance health at a glance. Employees can submit outside business activities, political contributions, gifts, and certifications electronically, eliminating outdated spreadsheets and manual workflows. Luthor also includes a comprehensive policy library where firms can deploy templated, advisor-ready policies for cybersecurity, ethics, privacy, communication, and more. Built-in analytics provide visibility into risk trends, team activity, and audit readiness. SOC 2 Type II controls, immutable storage, and role-based permissions ensure that regulatory data stays secure and compliant. Luthor helps RIAs reduce costs, reclaim time, and operate with confidence in a continuously evolving regulatory landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

EvalExpert Yes 

Integrations

EvalExpert No 

Pricing Details

$240 per year
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Ideagen

Founded

1993

Country

United Kingdom

Website

www.ideagen.com/solutions/compliance/disclosure-management

Vendor Details

Company Name

Luthor.ai

Founded

2024

Country

United States

Website

www.luthor.ai/

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

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