Smarter Navigation, Streamlined Selection, and a Seamless Research Experience

We’re excited to announce a major product refresh at Avantis, your trusted market intelligence platform for public company research, regulatory filings, and financial data. This update is designed to keep everything you know and love about Avantis intact—while delivering a faster, more intuitive experience that helps you unlock critical insights even more efficiently.

Whether you're conducting investment research, performing competitive analysis, or digging into SEDAR and SEC filings, these updates make navigating our platform smoother and more focused. Here’s a closer look at what’s new.

“When we migrated to Avantis, it was an immediate upgrade from our previous service. Avantis started off strong, and over time, the platform has consistently introduced enhancements that further improve usability and functionality.
The Customer Success and Support Team is incredibly responsive and knowledgeable. Whenever we need help, they go the extra mile. They book calls to guide us through challenges. They even make custom videos to explain difficult searches.”

Harvey Tan

of The Marelli Group

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<p>“When we migrated to Avantis, it was an immediate upgrade from our previous service. Avantis started off strong, and over time, the platform has consistently introduced enhancements that further improve usability and functionality.<br>The Customer Success and Support Team is incredibly responsive and knowledgeable. Whenever we need help, they go the extra mile. They book calls to guide us through challenges. They even make custom videos to explain difficult searches.”</p>

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<p class="text-size-1-125rem text-color-dark">Harvey Tan</p>
<p class="tagline">of The Marelli Group</p>
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Top-of-Screen Navigation

You’ll now find datasets clearly displayed at the top of your screen. It will speed up jumping between company searches, filing searches, insider transactions, and more. Even more powerful—when you're viewing a company profile, that identity remains pinned across the top of your screen. Whether you're navigating through a specific document, record, or financial metric, you'll always know whose data you're analyzing. This persistent context is a game-changer for legal, audit, and investment teams juggling multiple sources and datasets.

Streamlined Sources & Company Selection

Our new streamlined Company Control allows you to search and select by name, ticker, or profile number—all in one place. Whether you’re sourcing filings from SEDAR+, diving into U.S. SEC data, or reviewing company-specific intelligence, you can now move between jurisdictions and profiles without disruption. This is especially beneficial for cross-border professionals working in law firms, accounting firms, and regulatory bodies who require seamless access to accurate, compliant data.

Your Selections, Locked In

With this refresh, your chosen Sources and Company stay locked in as you move between documents and data views. This ensures a continuous, uninterrupted research experience—allowing you to maintain your analytical momentum without the need to reselect or backtrack. This feature is particularly useful for professionals conducting risk monitoring, financial reporting analysis, and precedent research, where workflow efficiency can translate directly into saved time and sharper insights.

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Experience the New Avantis

These updates are more than just visual—they’re a direct response to feedback from our users across law, finance, compliance, and corporate strategy. They reflect our ongoing commitment to making Avantis the most powerful and intuitive market research tool for professionals working with public filings, corporate market data, and regulatory research. These updates are more than just visual—they reflect direct feedback from our users in law, accounting, finance, compliance, and corporate strategy.

As always, we’re just a click away. If you have feedback, questions, or suggestions about the new experience, our team is ready to support you. We're committed to continually refining Avantis so that it remains the go-to market intelligence company for industry professionals in North America and beyond.

Enjoy the refresh—and happy researching.

Avantis Unveils a Major Refresh