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.

“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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