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Donnelley Financial Solutions Testimonials

  • "DSAR by DFIN has really helped us with our process when it comes to DSARs. It has reduced the amount of time a DSAR takes and also the resources required. The software is very easy to use, which is very beneficial when it comes to training others and it produces statistics to assist us with highlighting the work involved with DSARs. The team has been brilliant in assisting us and ensuring we use the software to its full potential. They are so friendly and always looking for feedback to improve the software. It is a pleasure working with them."

  • "Quality is a major component of everything that we do. Venue is incredibly helpful by allowing us to create and refresh always-available virtual data rooms that are immediately ready to support our needs. Our ready-to-use Venue VDRs help us to enforce internal discipline because we know they exist and know their structure and contents. When the time comes, we can move very quickly as a routine part of our business process without having to recreate or start from scratch.”

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    4.7 / 5.0
    Customer References113 total
    About

    Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. They leverage web-based software and world-class client service to help their clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Their's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency on the market today.

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    4.7 / 5.0
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    Hubble by insightsoftware.com is an integrated suite of business performance management apps, for JD Edwards and Oracle E-Business Suite, offering reporting, analytics, and planning in a single real-time solution that fully understands your ERP. Hubble integrates all of your critical business systems so that users at all levels have access to live data and automates planning, budgeting, and forecasting. With this type of visibility, everyone can easily understand, manage, and predict business results.

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    Tidemark is a new breed of enterprise performance management (EPM) software with its modern cloud and mobile-first design. Innovative brands like Netflix, Chiquita, BlackBerry, Brown University, and HubSpot rely on the Tidemark platform and advanced analytics cloud to sharpen decision-making, reduce risk and improve business performance. Using Tidemark’s unique, intuitive apps, decision-makers across the organization gain access to valuable data, deep analytics capabilities, real-time collaboration, and actionable visualizations from any device. Tidemark has offices throughout North America and Europe and is funded by Greylock Partners, Andreessen Horowitz, Redpoint Ventures, Tenaya Capital, and Silicon Valley Bank.

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