Olympia Trust Enhances Disclosure & AGM Workflows

Avantis understood the unique demands of a trust company like Olympia, where the Corporate & Shareholder Services team needs fast, reliable access to regulatory filings and market data every day. With real-time access to SEDAR+ and SEC filings dating back to 1997, AI-powered content analysis, and an extensive suite of search and monitoring tools, Avantis provided Olympia with a single platform to streamline their entire research workflow.

• Content Search & Discovery: Instant access to SEDAR+ and SEC filings, corporate data, and real-time market insights through a powerful, centralized search tool.

• AI Content Analysis: AI-driven Q&A capabilities against SEDAR+ and SEC filings, enabling Olympia’s team to quickly extract and analyze information from complex regulatory documents.

• Monitoring & Alerts: Avantis’ real-time alert system notifies Olympia’s team the moment new filings and press releases are published across their client base. This ensures the team stays abreast of new disclosures as they happen, whether it’s a material change report, a management information circular ahead of an AGM, or a proxy statement related to an upcoming vote.

• AGM & Proxy Voting Support: Avantis gives Olympia fast, centralized access to management information circulars, proxy statements, and related meeting materials. Combined with real-time alerts when these documents are filed, the platform streamlines Olympia’s preparation for annual general meetings and proxy voting processes across their client portfolio.

• Precedent Document Search: Advanced search criteria allowing Olympia to quickly locate comparable filings, trust indentures, prospectuses, and other precedent documents across thousands of issuers.

• Corporate & Market Data: Comprehensive corporate profiles, financial data, insider trade transactions, and stock charting to support Olympia’s due diligence and client advisory work.

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Avantis partnered closely with Olympia to ensure a smooth onboarding experience and maximize adoption across the team:

• Tailored Onboarding: Avantis’ customer support team provided personalized training sessions designed around Olympia’s specific use cases in transfer agency, corporate trust, and securityholder meeting administration.

• Ongoing Expert Support: Avantis provided continuous guidance and ad-hoc support calls to help Olympia’s team refine their search strategies and get the most out of the platform.

Avantis’ tailored approach has delivered meaningful improvements across Olympia’s operations:

• Efficient Precedent Discovery: Avantis’ advanced search capabilities allow Olympia to locate relevant precedent documents quickly and confidently, supporting their corporate trust, IPO guidance, and corporate reorganization services.

• Real-Time Disclosure Awareness: Avantis’ alert system keeps Olympia’s team informed of new filings and disclosures the moment they are published, eliminating the risk of missed updates and allowing the team to act on new information immediately.

• Smoother AGM & Proxy Preparation: With centralized access to meeting materials and automated notifications when AGM-related filings are published, Olympia’s team can prepare for annual general meetings and proxy voting with greater speed and confidence.

• Enhanced Client Service: With faster access to reliable data and filings, Olympia can respond more quickly to client inquiries and deliver a higher level of service across their transfer agent, corporate trust, and securityholder meeting operations.

• Trusted Partnership: Avantis’ expert support team and collaborative approach have made Olympia confident they have a partner who understands their needs and is committed to helping them succeed.

• Faster Continuous Disclosure Reviews: What previously required hours of manual searching and cross-referencing is now accomplished in minutes, freeing up Olympia’s team to focus on higher-value client advisory work.

Why Avantis?

The partnership between Olympia Trust Company and Avantis demonstrates how a purpose-built market intelligence platform can transform daily operations for trust companies and transfer agents. By replacing fragmented research processes with a centralized, AI-powered solution, Olympia has gained the speed, accuracy, and confidence needed to deliver exceptional, personalized service to their growing client base across Canadian and U.S. markets.

• A powerful platform with industry-leading search capabilities and AI-driven insights for SEDAR+, SEC filings, and market data.

• A consultative, dedicated team with deep expertise in securities research and regulatory data.

• A scalable, secure, and auditable platform built for the demands of North American capital markets.

• A trusted partner that goes beyond software, providing hands-on support, expert training, and ongoing guidance to ensure clients maximize the value of their research.

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