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From data to document.

Connected Reporting is a technological and operational capability of Power Financial, not a standalone product. We use specialized platforms to connect information, documents, review processes and reporting outputs.

Data integrity

Financial information is used simultaneously in reports, presentations, regulatory forms, prospectuses and structured files. Our process preserves the consistency of that information along the whole document chain, reducing divergence between versions and easing review and approval cycles.

Positioning

From source information to the final document, we connect stages that traditionally operate in isolation.

Benefits

  • Greater consistency across documents
  • Version control
  • Traceability
  • Less rework
  • Integration between data and content
  • Stronger control over reporting processes

Flow

  1. 01

    Source data

  2. 02

    Financial content

  3. 03

    Validation

  4. 04

    Documents

  5. 05

    Reporting

  6. 06

    XBRL / iXBRL, when applicable

  7. 07

    Filing

Frequently asked questions

What is Connected Reporting?
It is the practice of keeping data, content, documents and regulatory outputs connected throughout the disclosure process, instead of working with isolated files.
How can data and documents be connected?
Source data remains related to its different uses. Changes propagate in a controlled way, with version records and evidence.
What is the role of XBRL and iXBRL?
They are structured formats used in certain disclosure flows. We support the structuring and validation of that information, when applicable.

Related solutions

Regulatory Reporting

Regulatory processes require consistency across data, documents, versions, approvals and deadlines. Power Financial supports the preparation and organization of information and documents intended for the applicable regulatory processes, working together with the teams responsible for financial, legal and regulatory information.

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FPI / SEC Reporting

FPI stands for Foreign Private Issuer, the designation used by the SEC for certain foreign issuers subject to specific disclosure rules. Power Financial provides operational support for the production, organization, control and preparation of documents intended for SEC Reporting processes.

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Financial Communications

Power Financial produces financial and corporate materials used by companies, banks, investors and other market participants.

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Contact

We connect financial information, reporting and execution.

From capital markets transaction documentation to disclosure and reporting routines, we combine experience, technology and operational capacity to deliver more controlled, consistent and efficient processes.

Talk to Power Financial