Tools and Services

Sphinx® is a business and accounting rules creation language that can be used by auditors, regulators, analysts and business report preparers to enhance data quality and compliance. It was designed for the business expert, not IT experts and programmers. Sphinx can help with the development of quality rules to stop errors at source and identify data issues at an early stage.

SpiderMonkey® is an easy to use desktop tool that allows analysts and accountants to create, modify or extend taxonomies without needing to understand the specifics of XBRL.

Enterprise and regulatory performance reporting calls for data models and taxonomies which often comprise thousands of concepts. Managing their development is a complex task which needs to combine technical ability with domain expertise. The right taxonomy development and data modelling tools will provide an environment that can make business experts productive without needing a lot of technical training.

Built on the needs of today’s clients and the requirements of tomorrow’s, we deliver a proactive partnership rooted in deep market expertise, flexible solutions built around your business needs and a commitment to forward-thinking technology that ensures speed, precision and performance.

Speed, Accuracy & Expertise.

A SaaS solution built on the Microsoft^® Office^® platform, Bridge integrates seamlessly and intuitively with the tools you already use, unlocking full control, collaboration and confidence to meet SEC and other global regulatory disclosure requirements. A truly hassle-free approach to financial content management and regulatory disclosure compliance. Count on Bridge to improve efficiencies, reduce risk and drive business success for SEC Regulatory Disclosures, Proxy Statements and Annual Reporting.

Designed for use by regulators and enterprise software developers, True North® is a robust, reliable XBRL validation and processing engine. The True North APIs are not only fault-tolerant, but also simple to understand and easy to use, allowing effortless retrieval of data.

Beacon makes it easy and convenient to view filings as the regulator sees them by applying the same XBRL technical standards that are used by the regulator for specific filing requirements. Filings are viewed according to the presentation specified by the regulator.

Full Beam rapidly analyses structured and unstructured information, facilitating intelligent searches across multiple sources and different forms of data.

Seahorse® is a SaaS-based XBRL and iXBRL production tool. It provides a fast, accurate way of generating the validated XBRL reports needed to fulfil statutory obligations under the current European mandates, including CRD IV, Solvency II, HMRC, Companies House and Revenue Ireland.

CoreFiling’s Taxonomy Management System (TMS) streamlines the online development and maintenance of XBRL taxonomies. It delivers automated XBRL validation, multi-user reviewing and editing, and rapid publication of the completed taxonomy. The TMS can create Data Point Model and non-DPM taxonomies to meet specific business requirements.

UBPartner is one of the real experts in XBRL and provides a full suite of solutions and services. Our team is uniquely qualified to assist your organization in adopting and getting the most out of this powerful new technology standard. This kind of expertise goes beyond that of mere language knowledge; it is the cumulative experience of our team that clients can best benefit from our involvement in their project.

Vizor Software specialises in regulatory software, with 35 solutions provided to financial regulators in more than 30 countries across five continents.Vizor Software is a comprehensive, robust software platform that supports the entire supervisory process for financial regulators. At a high level, Vizor Software enables the automation of three key supervisory processes:
• Collection, assessment and approval of Regulatory Transactions from Regulated Entities, including licensing and authorisations
• Collection, assessment and analysis of Regulatory Returns from Regulated Entities
• Collection, assessment and acting on the Risk Profile results of On-Site and Off-Site Supervision data in support of Risk Based Supervision

Accordingly, Vizor Software contains three core modules:
• Vizor Licensing and Regulatory Transactions
• Vizor Regulatory Returns
• Vizor Risk Based Supervision

Wdesk is a cloud-based product platform that brings ease and control to compliance, management, risk, and sustainability reporting.

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The UBPartner XBRL Processing Engine (XPE) is the leading platform for the development and deployment of XBRL-based applications. XPE is designed for high volume, large scale business processing but is sufficiently flexible to also be deployed on desktop environments. The engine provides both taxonomy and instance document validation services, can be used to transform data into a 100% compliant XBRL instance document and enables transformation of XBRL into other formats, such as Excel, CVS, XML or HTML.

The UBPartner XBRL Processing Engine (XPE) is the leading platform for the development and deployment of XBRL-based applications. XPE is designed for high volume, large scale business processing but is sufficiently flexible to also be deployed on desktop environments. The engine provides both taxonomy and instance document validation services, can be used to transform data into a 100% compliant XBRL instance document and enables transformation of XBRL into other formats, such as Excel, CVS, XML or HTML.

The UBPartner XBRL Reporting Toolkit provides a simple approach to generating, validating and rendering XBRL documents. By using pre-mapped templates it removes the need for users to understand the XBRL syntax. Templates are currently available for banks and insurance companies that need to submit COREP, FINREP and Solvency II reports to European regulators. Others can be supplied on request. The flexible, yet powerful XBRL toolset also makes it easy for developers and software vendors to embed XBRL reporting capabilities into their applications without a major investment.

CoreFiling provide a range of professional services to ensure that our customers derive maximum benefit from our XBRL products and solutions. As well as supporting customers during the installation and integration of products into an existing or new infrastructure, we also provide detailed training and consultancy in addition to the essential ongoing maintenance and support of the software.

UBPartner offers a range of tools specifically built to help users design and test XBRL taxonomies, including a taxonomy generator which supports both ‘canonical’ and ‘data point approaches, a taxonomy explorer which allows users to analyse taxonomy; and an XBRL formula generator.

Give your staff the knowledge they need to leverage XBRL with our comprehensive, flexible training courses delivered by industry experts.

Turn any business report into an XBRL document with the unique solution of xbrlOne.

Yeti® provides XBRL taxonomy exploration and review capabilities via an intuitive, browser-based interface. Search and explore XBRL taxonomies via the CoreFiling Taxonomy Library (http://bigfoot.corefiling.com/); or, create a collaborative environment to aid taxonomy development by promoting user review and feedback throughout the development lifecycle