Cloud-based solution for automated preparation of compliance reports
Data extracted automatically off systems, narratives written in collaboration
15 years.  24 countries.  17,000 clients.  180,000 reports.
Cloud-based solution for automated preparation of compliance reports
Data extracted automatically off systems, narratives written in collaboration.

15 years.  24 countries.  17,000 clients.  180,000 reports.
15
Years
24
Countries
17,000
Clients
180,000
Reports

DATATRACKS UNITED STATES

Securities and Exchange Commission (SEC)

Do you need to prepare accurate compliance reports in HTML, XBRL/iXBRL formats for filing with the SEC?

Consider licensing our in-house software DataTracks Rainbow and tag content to the US GAAP and IFRS taxonomies before submitting it to the SEC. Alternatively, you may also use our fully assisted services.

Securities and Exchange Commission (SEC)

 

Do you need to prepare accurate compliance reports in HTML, XBRL/iXBRL formats for filing with the SEC?

 

Consider licensing our in-house software (DataTracks Rainbow) and tag content to the US GAAP and IFRS taxonomies before submitting it to the SEC. Alternatively, you may also use our fully assisted services.

Our customers include:

  • Domestic Companies listed in US
  • Investment Advisers
  • Credit Rating Agencies
  • Municipal Governments
  • Foreign Issuers Listed in US
  • Clearing Agents
  • Broker Dealers
  • Advisors to Municipal Issues
  • Mutual Funds in US
  • Transfer Agents
  • Brokerage Firms

How DataTracks Rainbow works?

Five easy steps (two are one time; three are recurring):

Set up data model
Set up templates
Write narratives
Tag content
Extract reports

Set up a data model. Map from sources in your enterprise. Data will be fed automatically into data model when your source is ready

Set up as multiple report templates. Data can be defined in report as in data model or as computed from sources in data model

Write narratives (multiple people can contribute; owner decides on what goes in)

Tag contents with labels in US GAAP or IFRS taxonomy

Extract reports in HTML, XBRL or iXBRL format

Set up a data model. Map from sources in your enterprise. Data will be fed automatically into data model when your source is ready

Set up as multiple report templates. Data can be defined in report as in data model or as computed from sources in data model

Write narratives (multiple people can contribute; owner decides on what goes in)

Tag contents with labels in US GAAP or IFRS taxonomy

Extract reports in HTML, XBRL or iXBRL format


We offer 24x7 support to help you with our product, with advice on tagging decisions and even to assist you in preparation of reports.

Services that work, so you don’t have to

We also offer fully assisted services.You send your financial statements and narratives. We feed them into our solution; format the content; tag the content; and extract reports in HTML and XBRL/iXBRL formats for filing with SEC.

We serve:

  • Domestic Companies Listed in US (10Q, 10K, S1, F1, 8K)
  • Foreign Issuers Listed in US (20F, 40F, 6K)
  • Mutual Funds in US (485BPOS, 497, N-PORT)

Why DataTracks?

Read more

We have prepared more than 82,000 Edgar statements and 73,000 XBRL/iXBRL statements in the last 15 years for our clients for filing with SEC.

We have been rated within the top three positions for quality by independent league tables.

Customers speak