FAQs

General

Who can benefit from Avantis?

Our clients include accounting/audit, regulators, and public companies, equity analysts, investment bankers, portfolio managers & investor relations teams who require fast, reliable insights from SEDAR+ and SEC filings.

Is the Avantis AI platform available in both English and French?

Yes. The Avantis AI platform offers a fully bilingual interface, allowing users to switch between English and French at any time. This ensures accessibility and ease of use for professionals across Canada, including Quebec and other francophone regions.

SEDAR+ and SEC Research Capabilities

How does Avantis support SEDAR+?

Avantis AI is the #1 SEDAR+ research tool in Canada, offering:

  • Real-time access to SEDAR+ filings.

  • Semantic search across MD&As, financial statements, prospectuses, and news releases and all SEDAR+ document types.

  • Intelligent support and application of filters for all the new SEDAR+ datapoints that most vendors overlook

  • AI summaries documents with natural language queries and citations to refer to original documents.

  • Advanced filtering by company, sector, filing type, and more.

Does Avantis support historical SEDAR+ & SEC data?

Absolutely. We provide historical access 1997 onwards, including documents filed under the old SEDAR system, with unified search and filtering across both.

Does Avantis support U.S. SEC filings?

Yes. We fully integrate EDGAR data, allowing Canadian users to easily cross-reference U.S. peer disclosures. This is especially valuable for dual-listed companies or for comparative benchmarking against U.S. firms.

What filing types are covered under SEC support?

You can search and summarize:

  • 10-K, 10-Q, 8-K

  • S-1, F-1, and other registration statements

  • Proxy statements

  • Insider trading (Form 4) and more

We support all SEC documents.

Platform Features

Can I monitor SEC and SEDAR+ filings in real-time?

Yes, Avantis offers powerful real-time monitoring and alerts for SEC and SEDAR+ filings, allowing you to track changes, new disclosures, and relevant filings effortlessly.

Can Avantis be used for market surveillance?

Yes, our platform supports market surveillance by tracking corporate disclosures and insider transactions, as well as uncovering financial reporting trends to help you identify risks and opportunities

What makes Avantis AI better than traditional SEDAR+ tools?

We combine AI with a fast, intuitive user experience. Unique benefits include:

  • Fastest, most accurate way to search the full SEDAR+, SEC, and SEDI catalogues.

  • Seamless integration of search tools with corporate, financial, and stock pricing data.

  • Reliable and timely alerts for SEDAR+, SEC, and SEDI activity.

  • Export-ready insights for reports, decks, and memos.

  • Chat-style document search for instant answers and deeper context.

  • Document clustering by theme, topic, or event.

Can I search for specific phrases or risks in filings?

Yes. Use natural language or keyword search to instantly surface mentions of regulatory risk, accounting policies, ESG disclosures, forward-looking statements, and more.

Access

Is there a way to export data from Avantis?

Yes, you can export filings, financial data, and research reports in multiple formats (MS Word, Excel and PDF) for further analysis and reporting.

Can I invite my team members to use Avantis?

Yes! Avantis supports team collaboration. You can invite team members, share searches & documents, and manage access permissions to ensure secure and efficient workflow across your organization.

Does the Enterprise plan allow unlimited team members?

Yes. The Enterprise plan includes unlimited team member access, making it ideal for larger organizations. You can onboard analysts, associates, partners, or compliance staff under one centralized account with various admin controls.

Free Trial & Pricing

Do I need a subscription to use Avantis?

Yes. Avantis is a subscription-based platform. We offer plans tailored to small or enterprise teams. Contact us for pricing.

How much does Avantis cost?

Pricing depends on your specific research needs. Contact our sales team at sales@avantisai.com for a customized quote.

Is there a free trial available?

We offer 2 weeks free trial access (no credit card required) and a complementary demo to help you set up. Free trials can also be extended after meeting with the Customer Success Team.

Can multiple users join during the free trial?

Yes. Our free trial supports unlimited users from the same organization, so your entire team can explore the platform together. It’s perfect for evaluating Avantis in real-world workflows across research, compliance, and investment teams.

Customer Support

Does Avantis provide bilingual customer support?

Yes. Our support team is equipped to assist users in both English and French. Whether you need help via email or onboarding sessions, you can expect timely and professional support in your preferred language.

Do you offer onboarding or training sessions?

Yes. We offer personalized onboarding for new users, including live interactive demonstrations, recorded demos, and concise mini-videos covering all facets of Avantis.