Intelligize®
Make insightful compliance decisions with data, analytics, and expert support
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Discover meaningful relationships with Intelligize — a web-based compliance solution.

Intelligize is the only provider that collects, analyzes, and connects related documents like SEC filings and associated exhibits, comment letters and responses, deal summaries and underlying agreements, accounting standards and more, to giving you context to go with our content, so you can see the bigger picture.

Mitigate risks by identifying precedents and adopting market standard language. Optimize your disclosure strategy in response to evolving regulatory positions. Build stronger deals and agreements and strengthen your negotiations. Make informed decisions, faster and easier. That’s the power of Intelligize.

What type of content does Intelligize provide?

  • SEDAR filings
  • SEC Filings
  • Agreements and Other Exhibits
  • Analysis and Trends
  • Environmental, Social & Governance (ESG)
  • Regulatory Materials
  • Comment Letters
  • No-Action Letters
  • Accounting Standards & Guidance
  • Mergers and Acquisitions
  • Registered Offerings
  • Exempt Offerings
  • Corporate Governance Materials
  • Firm Memos
  • Earnings Call Transcripts

Turn Insights into Action

With Intelligize, you can put an end to the challenge of endless researching and analyzing of information. Intelligize provides fully searchable SEDAR and SEC databases, along with analysis tools to deliver everything you need in less time, and with greater accuracy so you can quickly turn insights into actions that optimize your compliance strategy.

Identify

Identify "What’s Market" with proprietary technology and algorithms that calculate frequency of disclosure topics.

Visualize

View a graphical breakdown of topics commented on by SEC examiners with robust visualization tools.

Compare

Quickly compare amendments or SEC Comments made to previously searched filings with redline capability.

Search

Search nearly 2,000 sections and topics with proprietary data tagging.

Benchmark

See how others in your industry are reporting on disclosure topics with unmatched benchmarking capabilities.

Alerts

Precise alerting capability brings your immediate attention to relevant disclosures from companies of interest.

Praise for Intelligize

Intelligize is both intuitive and expansive, making it easy to find that one precedent you know is out there, or to identify the risk factor that is missing from an issuer’s disclosure document. Other platforms we tried seemed to require on-going training or constant use in order to be utilized efficiently. Intelligize was clearly designed with the practitioner in mind.

Senior Vice PresidentFortune 500 Banking Company

Your Success is a Team Effort

Just because Intelligize is easy to use doesn’t mean you won’t need our help from time to time. Tap into the expertise of our subject matter experts.

Research Team – Get help with your most complex search requirements. Our experts are ready to dig deep on your behalf.

Account Management and Knowledge Management Teams – Improve your research techniques with custom training. Sign up for online or in-person training and our experts will show you how it’s done.

Try Intelligize

See if Intelligize is the right fit for you with a free trial. Request yours today.