Toggle navigation

Investor Relations

Data linking connects IR and SEC teams

Collection

Link the SEC workbook to Investor Relations documents, allowing teams to work in parallel.

The SEC team builds the quarterly filing and allows the Investor Relations team read-only access to portions of their data.

Generate

The Investor Relations team can now link the SEC data in to their earnings presentation, call scripts and other documents.

Create a digital earnings binder and distribute electronically.

Assign

Refresh the binder with the click of a button to sync changes.

Roll forward every quarter keeping links intact.

Data linking connects IR and SEC teams

Link the SEC workbook to Investor Relations documents, allowing teams to work in parallel.

The SEC team builds the quarterly filing and allows the Investor Relations team
read-only access to portions of their data.

The Investor Relations team can now link the SEC data in to their earnings presentation,
call scripts and other documents.

When linked data changes, Investor Relations reports update instantly.
Go ahead and give it a try.

Create a digital earnings binder and distribute electronically.

Capture last minute updates.

Refresh the binder with the click of a
button to sync changes.

Roll forward every quarter...

keeping links intact.

Products for Investor Relations

 

Presentations

Collaborate to create data-driven presentations and dashboards within a familiar, secure environment.

LEARN MORE

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

LEARN MORE

Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

LEARN MORE

Binders

Change how reports, executive books, and other complex documents are reviewed, distributed, and analyzed.

LEARN MORE

Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

LEARN MORE
 

Investor Relations: A Typical Wdesk Workflow

1

Create IR reports

Create new documents and presentations or import the previous earning release, call script, and presentation. Customize with style guides, charts, images, and embedded tables.

Products Used

2

Link SEC and IR data

Link data and text from SEC documents and workbooks to IR reports. Numbers and narrative automatically update as information changes.

Products Used

3

Review and distribute

Send a review using track changes, blacklines, and automatic comment aggregation. Combine IR reports and supporting documentation into a digital earnings binder and distribute to stakeholders.

Products Used

4

Roll forward

Move from quarter-to-quarter without creating duplicate files. Documents can be rolled forward and all links are maintained.

Products Used

Investor Relations Templates

Get started on your Investor Relations reports today. Simply download the templates and import them into your account.

Download Templates

Learn how to import into your account.

Investor Relations

Data linking connects IR and SEC teams

By entering my email address above, I consent to receiving commercial electronic messages from Workiva regarding news updates, promotions, offers, and other information about their products and services. I understand that I may withdraw my consent at any time.