Avantis Isn’t Just a Platform, It’s a Partner!

With the most experienced team in the industry, Avantis understands the unique needs of Canadian firms when it comes to SEDAR and SEC searching. Baker Tilly needed more than just a platform - they needed a trusted partner to streamline their workflow, enhance efficiency, and deliver high-quality insights. Avantis worked closely with them to ensure a seamless implementation, providing expert guidance and a powerful tool that transformed the way they extract critical data.

Alerts: Avantis delivered the most flexible and intuitive email alert system available, ensuring Baker Tilly never missed a critical update.

Auditor Changes & Audit Fees: Avantis’ ability to distill audit fee and auditor change data rapidly from complex SEDAR filings into actionable insights saved Baker Tilly countless hours of manual review.

100+ Search Criteria: Baker Tilly used powerful, customizable search options to zero in on the most relevant disclosures and commentary—boosting research efficiency and impact.

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Avantis didn’t just provide a platform - it supported and partnered with Baker Tilly, ensuring their team had the tools, training, and support needed to maximize efficiency and extract real value from their searches.

• Expert Training: Avantis Customer Support Team equipped Baker Tilly’s staff with the skills and confidence to execute precise, effective searches through tailored onboarding sessions.
• Ongoing Support: Beyond implementation, Avantis provided continuous guidance, meeting regularly to refine search strategies and optimize results based on their needs. 
• Flexible Data Access: When Baker Tilly needed specific datasets for a limited time, Avantis adapted - offering short-term deals instead of locking them into full-term subscriptions.
• Lightning-Fast SSO Setup: Avantis’ Single Sign-On (SSO) integration was completed in just 10 minutes - where other platforms often take a week or more.
• Hands-On Partnership: Avantis even worked directly with a partner at Baker Tilly to help structure and refine a presentation for their internal conference, ensuring the software’s value was clearly communicated internally.

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Avantis has become a trusted and indispensable resource for Baker Tilly, backed by a team that goes above and beyond to meet their needs at every turn. With expert guidance and unwavering support, Avantis has transformed Baker Tilly’s SEDAR and SEC search process - making it faster, more intuitive, and fully supported every step of the way.

• 50% Reduction in Research Time: With a dedicated team to consult, Baker Tilly spends far less time troubleshooting on their own - freeing up valuable resources for higher-impact work.
• Eliminating Uncertainty: Timely expert answers remove doubt, reducing the time spent second-guessing and validating results.
• Comprehensive Coverage: Baker Tilly can move forward with confidence, knowing they have the most complete visibility and access to critical disclosures.
• A Sense of Relief: No more blind spots or uncertainty - misunderstandings are clarified, best practices are followed, and every research project is backed by expert guidance, ensuring a smoother, more confident research experience.

Avantis isn’t just a platform - it’s a trusted partner that empowers Baker Tilly to work smarter, faster, and with full confidence.

Avantis isn’t just a platform - it’s a partner in optimizing your regulatory, corporate, and pricing research. With expert guidance, powerful tools, and unwavering support, we help firms streamline their workflow, eliminate uncertainty, and maximize efficiency.

• A powerful platform with industry-leading search capabilities and AI-driven insights for securities filings, regulatory data, and market trends.
• A consultative, dedicated team that shares expertise while valuing the insights of experienced clients.
• A flexible implementation process designed to align with each client’s unique needs.
• A trusted partner that goes beyond software - providing hands-on support, expert training, and ongoing guidance to ensure clients get the most value from their research.

Let Avantis walk you through your own research optimization experience and see firsthand how our expertise can empower your team. When it comes to getting the best insights with confidence, Avantis is the platform and the partner you need.

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