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Secure Document Content Management

Trust your regulated communications and reporting to nearly 50 years of world-class compliance disclosure solutions. 

Streamline your process and ensure accuracy and compliance with Merrill’s end-to-end secure document content management solution. Our deep experience and global infrastructure brings specialized expertise to managing your content creation, printing and distribution for regulatory disclosure.

Seamlessly manage your capital-raising regulatory filing requirements.

Engage Merrill’s award-winning document management software to ensure that your regulatory filings are accurate and correctly formatted in EDGAR and XBRL. Format for any style required by your underwriters, and use our secure file sharing capabilities to seamlessly collaborate on, perfect and distribute your critical SEC-compliant disclosures with ease. managing the composition and stylization of key financial information as well as filings in all major markets worldwide.

Merrill can help you with secure document management and regulatory disclosure requirements for:
  • Debt Offerings
    • Investment Grade Bond Offering
    • High-Yield Bond Offering
    • Rule 144A Offering

Learn more about Merrill’s services for capital transactions

Meet ever-changing regulatory requirements leveraging Merrill’s world-class online document management solutions.

Trust Merrill to meet regulatory disclosure requirements, including mandatory filings and required shareholder communications, with the highest levels of quality, accuracy and security. Our end-to-end secure document content management solutions and unmatched subject matter expertise in EDGAR and XBRL, including nearly 50 years of SEC filing experience, affords you complete confidence during the disclosure process.

Merrill can help you with secure document content management for:

Learn more about Merrill’s services for regulatory disclosure
Perfect your financial disclosure, SEC reporting and other compliance documents


  • Gain complete control over your financial disclosure and SEC reporting with our end-to-end, secure, SaaS platform. Multi-user collaboration tools with edit, track changes and versioning provide instantaneous access and real-time file status updates for everyone on your team.

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  • Investment management companies can manage and publish regulatory documents and shareholder communications with our automated records management platform. Easily import data and reuse content across documents, and create audit trails for accountability. Real-time reporting eliminates EDGAR and XBRL charges and keeps disclosures compliant.

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