investment Firms
Turn SEDAR+ & SEC Data into Smarter Investment Strategies
Avantis delivers powerful market research tools designed to streamline workflows, enhance decision-making, and empower investment professionals across equity research, portfolio management, procurement, and compliance.
What Canada’s Capital Markets Leaders Are Saying About Avantis
Parsing SEDAR+ filings manually was a rite of passage, but Avantis changed that. We get contextual summaries of material change reports, MD&As, and AIFs within minutes, not hours.
Equity Research Associate
@ Big 5 Canadian Bank
The structured extraction Avantis does from SEDAR+ documents is exceptional, particularly for prospectuses and continuous disclosure. It reduces legal review cycles significantly. The audit trail helps us stay compliant without bottlenecks.
Director, Capital Markets Legal & Compliance
@ Investment Firm
for equity research
Why Equity Research Teams Rely on Avantis
From Equity Research Analysts to Heads of Equity Research, Avantis provides actionable insights and comprehensive data analysis tools to support investment decisions. Leverage our platform for market intelligence, sector-specific data, and financial trends.
Real-time access to SEC and SEDAR filings to stay ahead of market shifts.
Advanced analytics to surface financial trends and performance signals.
Cut through information noise with AI-content analysis for rapid information retrieval.
for portfolio & asset managers
Confident Capital Allocation for Long-Term Growth
Portfolio Managers and Investment Analysts rely on Avantis for comprehensive market intelligence, asset performance tracking, and precedent research. Stay ahead of market trends with tools designed to optimize investment strategies.
Detailed insights into IPOs, insider transactions, and financial statements.
Track asset performance.
Risk monitoring and compliance support.
for Risk management & compliance
Safeguarding Investment Integrity Through Proactive Risk Oversight
Risk and Compliance Managers trust Avantis for its advanced surveillance tools, real-time updates, and regulatory insights. Simplify compliance workflows and maintain audit readiness with our secure platform.
Real-time monitoring of regulatory updates.
Precedent and risk analysis.
Secure, auditable workflows for compliance reporting.
for researchers
Transforming Market Intelligence & Competitive Research
Market Intelligence Specialists and Competitive Analysts use Avantis to gain strategic insights into market trends and competitor activities. Leverage our platform for actionable intelligence and strategic planning.
Comprehensive market data and analytics.
Tools for competitive benchmarking and industry analysis.
Real-time updates on competitor and market strategic shifts and material events
for investing
Advancing ESG and Sustainable Investing
For ESG Analysts and Sustainability Investment Managers, Avantis provides the tools needed to evaluate ESG metrics, track sustainability trends, and support responsible investment decisions.
Discover market trends
Search ESG documents within seconds
AI Content Analysis & summaries of upcoming changes to ESG policies
Get started for free with Avantis
Avantis can enhance decision-making and streamline operations across your investment firm. From equity research to ESG analysis, our corporate research intelligence platform drives success at every level.
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