Disclosure Management and Reporting – Financial & Non-Financial
Affinisio(DMR) is part of the Affinis suite by Jonosfero for management of financial and non-financial disclosures no matter the disclosure event – regulatory, compliance, legal, financial, contingent events, ESG, climate, sustainability, RPT and everything in between.
Disclosure Management Compliance Software
Disclosure management compliance software to centralize every disclosure event and matter regardless of source department or function.
Comprehensive disclosure recording, assessment, tracking, review and reporting across authorities, stakeholders, event categories and timelines.
Integrated execution tracking, management and reporting to ensure that the disclosures are tracked, completed and evidenced up to the final leg.
The Smart Solution for Universal Disclosure Management
Affinisio(DMR) is the most capable regulatory disclosure software and streamlines the ever-expanding list of events and issues requiring disclosures from multiple angles and perspectives to multiple stakeholders over multiple timelines. It sounds exhausting because it is. Let Affinis(DMR) take the burden off you.
Affinisio(DMR) is your central hub for all disclosable matters, financial, legal, regulatory, promotor or KMP related, abnormal revenue or loss related, climate or sustainability related and everything in between.
Categorize all disclosure obligations; from recurring events to regular transactions subject to heightened disclosure requirements to ‘one-time’ events or events ‘outside the normal course of business’.
Each financial or non-financial disclosure event has its own underlying intent, perspective, impact and even format. Seamlessly centralize and manage all associated documentation with Affinisio(DMR).
Affinisio(DMR) tracks, reports and maintains a repository of completion of submission obligations with evidentiary proof and tracker reports to keep you audit ready now – for the next year or the next ten.
Quality, accuracy, completeness, subject matter experts review all matter! Affinisio(DMR) maintains the flow as well as evidentiary trails throughout the drafting, review, finalization and execution stages.
Effortlessly get inputs on any matter centrally on Affinisio(DMR); Finance, Legal, Compliance, Treasury and all others contribute their cross-functional expertise through Affinisio(DMR).
Material event disclosures are required to multiple stakeholders and authorities (SEBI, SEC, MCA, Audit Committee, Shareholders etc). Manage each separately with its own context without duplication.
Disclosures content across stakeholders varies significantly. Seamlessly manage disclosures to creditors, regulators, committees, shareholders or the public at large with Affinisio(DMR).
Fully automate operational effort otherwise wasted year-round in hunting and collating details of previous disclosures. Need a list all disclosures for the past year immediately? Affinisio(DMR) has you covered.
No matter the event, matter, Financial Year or person managing disclosures, Affinisio(DMR) provides a permanent, fully internal, demonstrable and centrally accessible repository of all disclosures.
Features
Affinis(DMR): The Compliance Software for Disclosure Management
Even as organizations face increasing disclosure requirements from an increasing number of regulatory perspectives, they need to grapple with fragmented disclosure processes, fractured information access, inconsistent documentation and lack of a central repository for current and past reports.
The irony is that these struggles, effort, lack of data and history or the lack of verifiable evidence once again lead to misses or delays, penalties and observations which in turn beget further disclosures.
Affinis(DMR) – the perfect disclosure compliance management software, built with on-ground international experience.
Disclosure Events, Sources, Matters
Maintain a register of all types of disclosures in one secure platform
Institutionalize financial disclosures, organized and pre-defined statutory, regulatory and voluntary disclosure events and matters types centrally for automated review and departmental oversight.
Disclosure Event Life-Cycle
Automate Manage the entire lifecycle of disclosure events
From event to analysis to drafting, presentation, expert review, supplementing context, assessing impact finalization, tracking submission and maintaining reports and evidence, Affinisio(DMR) manages the full life-cycle today and for tomorrow.
Role & Expertise Based Access
Maintain quality of review and expertise by event or authority
The compliance and governance management software that ensure that the right people provide the right inputs and advise based on the right context for each type of disclosure (obligatory or voluntary) but get no more access than needed to perform their roles.
Audit-Ready Reports and Archives
No more hunting for details of “last year’s disclosure list“.
Securely and internally stores history of reviews and comments as well as submission acknowledgements, proofs, scan details and dates to ensure ‘always-on’ ready access for any new reporting, applications, audits or inspections.
Board Meeting Disclosure Handling
Manage disclosures tied to board-level financial decisions
With Affinisio(CMM) in the same suite, disclosures can be placed for review, approval, documentation and minuting seamlessly within the Affinisio suite. Remediation ‘Actions Taken’ can be tracked and reported too.
Audit Committee, RPT, Disclosures
Disclosure RPTs the Audit Commitee directly within the Affinis Suite.
Track, review and manage all Related Party Transactions in Affinisio(RPT), manage disclosure through Affinisio(DMR), disclose to Audit Committee through Affinisio(CMM) (or even send UPSI events pre-disclosure to Affinisio(SDD)). Affinisio does it all.
Fully Internal and Controlled
Own and control your sensitive and confidential data
Disclosure events and matters are often sensitive and harmful if disclosed untimely or incorrectly. Candid discussion or differing perspectives also need to be safeguarded but remain available internally. Affinisio(DMR) is fully internal – Own your data!
More than a software application, AFFINISIO IS YOUR COMPLIANCE AND GOVERNANCE CENTER.
All Affinisio applications are backward & forward compatible. Existing required data auto-feeds seamlessly into new ones.
Get Affinisio now!
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Why does disclosure management require a centralized system?
What events and matters require disclosures?
Which are the key regulatory frameworks requiring disclosures?
Do disclosures really need processes and systems?
What’s New
When Insider Trading and Disclosure Compliances Meet
Building Transparency: Role of Disclosure Management
Financial Disclosures – Key Points; Why they Matter
