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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
RegReview.io serves as a comprehensive compliance management solution tailored for registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and various regulated entities, offering specialized versions for sectors such as insurance, real estate, and private credit. The platform consolidates both recurring and event-driven compliance obligations into a centralized calendar, featuring task tracking capabilities, monitoring for jurisdictional and registration requirements, streamlined document workflows, and synchronization with Outlook, Google, and Apple Calendar. Utilizing advanced AI tools, it evaluates uploaded documents, identifies key obligations, and assists in the creation of essential materials such as checklists, marketing reviews, annual reports, disclosures, and responses for audits. Additionally, teams can efficiently manage questionnaires, conduct vendor due diligence, maintain employee and registration records, and gather necessary evidence. Optional modules enhance functionality by providing support for email and instant message oversight, anti-money laundering (AML) measures, cybersecurity protocols, licensing, and various other compliance processes. Offering plans that accommodate both individual users and teams, RegReview.io also provides consultancy services for organizations that require additional support in navigating compliance management effectively, ensuring they remain aligned with regulatory standards.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Apple Calendar
No
Claude
No
EvalExpert
Yes
Gemini
No
Gmail
No
Google Calendar
No
Google Workspace
No
Microsoft 365
No
Microsoft Outlook
No
Microsoft Teams
No
Integrations
Apple Calendar
Yes
Claude
Yes
EvalExpert
No
Gemini
Yes
Gmail
Yes
Google Calendar
Yes
Google Workspace
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft Teams
Yes
Pricing Details
$240 per year
Free Trial
No
Free Version
Yes
Pricing Details
$79/user/month
Solo is $79/month for 1 user or $790/year. Starter is $149/month for up to 3 users, Pro is $399/month for up to 10 users, and Enterprise is $999/month for up to 25 users. A 14-day free trial is offered. Add-on modules and consulting services may have separate charges.
Free Trial
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
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
FIN Group
Founded
2012
Country
United States
Website
fincompliance.io/regreview
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
