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Streamline your SEC disclosure process from start to finish

Transform™ gives you the power to automate creation, validate tagging, and simplify filing — adding speed, accuracy, and cost efficiencies at every turn.

Video Transcript

Speaker 1:SEC disclosures in eager submissions just became less complex and tedious. That's because companies now rely on transform. Our intuitive web based filing platform simplifies the process end to end so you can take control submitting accurate filings fast and the most cost effective manner. Built on the cloud. Our enabled platform makes it easy to collaborate, tag, review and file all in one place. Convert word documents to Edgar HTML in seconds with total precision. What you see is what you file work directly in your filing format. Eliminating guesswork transforms word like editing tools gives you full flexibility of your Edgar HTML. Automated XBRL tagging replaces manual work to minimize errors. Real time validation ensures precise tagging throughout the process. Now anyone can format SEC forms fast. Even if you're not an expert, the platform automatically populates fields from Excel templates and prior email filings to streamline creation. Then simply file your eager submissions right from the platform. A document review and test filing eliminates stress so you can transform your workflow and comply with Edgar next rules. With total confidence at every step, our web based platform puts you in control so you can work the way you want to work. Streamline and save. With transform only from Broadridge.

Collaborate with ease using our intuitive, web-based platform

Convert Word to HTML in seconds

Easily import data from Word, Excel, and PDF and edit in a familiar word-processing interface. Transform™ HTML automates pagination and converts tables into EDGAR formats.

Automate XBRL tagging

Save time and minimize errors. Transform™ XBRL validates facts in real time to ensure proper tagging, while enabling last-minute and Q to Q updates.

Simplify SEC form creation

Transform™ XDR populates SEC forms directly from Excel templates and verifies compliance in real time. Preview forms online in a convenient, human-readable format.

Be confident in every EDGAR filing

Transform™ filing reduces the possibility of human error. Because previously used file information for first and away filing, then test your file within the platform to eliminate stress. For this upcoming EDGAR filing platform transition, Transform™ is fully compliant.

SEC reporting has never been easier or more affordable

Streamline production

Streamline production

Take full control of your disclosure process with our comprehensive platform. Advanced automated features and built-in validation save time and improve accuracy.

Cloud-based speed

Cloud-based speed

Access Transform™ right from your web browser. Change a tag, a paragraph, or an entire section — even when you're on a tight deadline.

Intelligent tagging

Intelligent tagging

Transform™ learns over time to better suggest concepts for each new filing, accelerating turnaround and minimizing the risk of errors.

Seamless collaboration

Seamless collaboration

Split documents into sections for simultaneous editing by individual work teams or combine separate documents into a single HTML file.

Worldwide connectivity

Worldwide connectivity

Access your documents from anywhere without having to track and manage individual files.

Flexible delivery options

Flexible delivery options

You can manage filings independently or with support from our expert service teams. Choose from self-service or hybrid models tailored to your needs.

Schedule a demo

EDGAR®, EDGAR Next®, and SEC® are trademarks of the U.S. Securities and Exchange Commission. Broadridge’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

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+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC