Financial Transactions and Regulatory Compliance Review

Covering the latest in capital markets transactions, funds, annuities, financial reporting and SEC filings

Keeping today’s filers ahead of tomorrow's SEC disclosure requirements

Keeping Ahead of SEC Filing Requirements

The Securities Exchange Commission is modernizing, and with this we are seeing increasingly complex filing requirements that the Merrill Bridge Product Development team must integrate into the Merrill Bridge platform. To meet that challenge, the team has adopted an agile product development methodology, working in two-week sprints to code, test, and release new features and functionality.  This adaptation has emphasized innovation, velocity and precision into Merrill Bridge product development, with the result being that our clients are benefitting from a continuous release of new features and functionality. 

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How Intuitive Technology and Online Tools Have Advanced Merrill Bridge Service Delivery

Anita Roberts is Vice President of client services and consulting for Merrill Bridge and XBRL. She leads a team of technical accountants, SEC experts and service project managers who are all committed to ensuring that our clients receive best in class service. Anita has been with Merrill for almost 20 years and has spent most of her career leading service delivery teams in Capital Markets and adjacent industries.

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