With financial documents, there is no margin for error - communications and reports must be perfect and produced on time, 24/7/365.  Speed and accuracy in financial publishing demand a content production process that works perfectly every time and with the flexibility and scalability to respond to rapidly changing market requirements.

Financial and compliance professionals rely on Aptara to address a myriad of financial reporting and requirements for investment management groups, financial publishers, capital investment markets, and public companies. 

Why Aptara?

Publishers choose Aptara for the depth of expertise that stems from having managed and supported the United State’s largest financial publisher for over 10 years. This includes a tailored and personalized approach to each customer’s needs, round-the-clock service delivery, and state-of-the-art technology infrastructure.

With more than 900 associates across three geographically diversified locations, Aptara offers one of the largest financial publishing and production facilities in the world. This includes 300+ Financial Professionals and Chartered Financial Accountants dedicated to XBRL.

Financial Publishing Services

Investment Brokers & Major Transactions

Our expertise lies in providing cost flexibility and an accommodating service structure to meet the demanding communications and time sensitive needs of the financial industry, including preparing the following document types, quickly and effectively:

• IPO
• M&A
• Demutualization
• Bankruptcies
• Prospectuses

Shareholder Communications

Full-service compliance solutions covering the gamut from pre-publishing to pre-filing of financial documents, including:

• Shareholder Report Preparation - mutual fund prospectuses, annual/semi-annual reports, auditor’s reports etc.
• EDGAR/SEDAR Resources - financial EDGAR/SEDAR and SEC online filing needs are fulfilled within filing deadlines
• XBRL - one stop solution to meet all requirements for SEC-mandated XBRL filings (see below)
• Translation Services - translating the sensitive legal and financial documents, per clients’ requirements

XBRL

XBRL, or eXtensible Business Reporting Language, greatly increases the speed of handling financial data and reduces the chances of error, enabling Companies to save costs and streamline their processes for collecting and reporting financial information.  Additionally, consumers of financial data, including investors, analysts, financial institutions and regulators, can receive, find, compare and analyze data much more rapidly and effectively in XBRL format.

The idea behind XBRL, is to make each individual item of data on a Financial Statement readable by a computer so that it can be treated “intelligently.”  Computers can recognize the data in a XBRL document – in different languages and accounting standards - select it, analyze it, store it, exchange it with other computers and automatically present it in a variety of ways, eliminating the laborious and costly processes of manual re-entry and comparison.

Aptara’s XBRL Solution

As a leader in e-Publishing solutions, we stay abreast of the latest taxonomies and provide the following services to XBRL conversion services:

• Mapping of Financials to XBRL Tags
• Detailed Tagging (All Levels from 1 to 4)
• Block Tagging
• Build Taxonomy Extensions

We handle all types of SEC-mandated XBRL filings, including:

• Corporate Compliance (Financial Statements and Notes), such as 6-K, 8-K, 10-K, 10-Q, etc.
• Mutual Funds Risk/Return Summary Filings (form N-1A)
• Schedule of Investments
• Investment Management

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