Share Lists with Members

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.

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How It Works

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.

_{Key Benefits}

Enhanced Collaboration

Share critical research data effortlessly across teams.

Improved Efficiency

Reduce duplicated work by maintaining a single source of truth.

Greater Flexibility

Customize access with Owner and Viewer roles to maintain control over shared lists.

_{User Roles & Permissions}

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.

Owner

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

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Viewer

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

Share Lists with Members

How It Works

_{Key Benefits}

_{User Roles & Permissions}

Owner

Viewer

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