Company Overview

In today’s economic and regulatory climate, accounting, legal and financial services professionals face the conflicting constraints of having to prepare or review increasingly complex SEC filings while facing pressures for increased efficiency.  These practitioners are increasingly looking to game-changing technologies to streamline operations while providing the highest level of customer service.

The Intelligize team has first-hand knowledge that preparing and analyzing SEC filings, such as annual reports, proxy statements, registration statements and related documents is an arduous and time-consuming task.

We believe that a manual approach to document preparation has neared the end of its usefulness and set out to design products that would fundamentally streamline the SEC compliance and review process. The result of our development efforts  are products that contain (1) documents that can be difficult to retrieve or review, (2) powerful analytics and (3) an intuitive user experience.

Securities professionals are bombarded with masses of electronic data that must be mined for relevant information. The Intelligize applications enable accounting, legal and financial services professionals to find, edit, draft and review SEC filings with unmatched ease and in record time, ultimately resulting in a more accurate and higher-quality work-product.  So whether the task is to research, analyze or comply with disclosure requirements (or all three), the Intelligize applications provide precise guidance using proprietary text analytics software via a user-friendly interface that requires only minimal training.

With these revolutionary and cost-effective applications, Intelligize is helping public companies, law firms, accounting firms, financial institutions, government agencies challenge the widely-held perception that the securities compliance and review sector is slow to adopt new technologies. Intelligize is in the forefront of providing high quality tools to securities professionals who wish to remain relevant to their clients into a new age of productivity.