We’re excited to introduce a new collaboration feature in Avantis—the ability to share lists with other members or teams. Now, managing lists of issuers, securities filings, and other key research items is more efficient than ever.
1. Create & Share Lists – Members can build custom lists and securely share them with others.
2. Centralized Management – Designate one or more members to maintain lists, ensuring accuracy and consistency.
3. Seamless Integration – Shared lists can be used in saved searches, which can also be shared with other members or teams.

Enhanced Collaboration

Improved Efficiency

Greater Flexibility

Owner
Can modify or delete lists, as well as add/remove members or teams from sharing settings.

Viewer
Can access the list and use it in searches but cannot edit or modify its content.

Can modify or delete lists, as well as add/remove members or teams from sharing settings.
Can access the list and use it in searches but cannot edit or modify its content.
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