SEC Filings Research platform, now with AI features

A clearer, more confident way to research SEC filings

SEC research rarely stops at the first question. As disclosure analysis deepens, new considerations emerge and context shifts. Protégé™ supports that progression through multi-turn conversational analysis that builds insight step by step—so you can refine scope, explore trends and maintain defensible results without restarting your work.

Designed for how SEC research actually works

Protégé™ brings conversational analysis, multiple output formats and transparent sourcing together within SEC Filings—supporting the full progression of disclosure research from initial question to defensible insight.

Multi-Turn Conversational Research & Analysis

Work through complex disclosure questions the way they naturally unfold. Begin with an initial inquiry, refine it across multiple turns and adjust scope, timeframe or peer set without losing context. Protégé™ preserves your analytical thread, allowing your research to deepen as new considerations emerge.

Structured Analysis and Peer Benchmarking

Move beyond simple answers to generate structured outputs aligned to reporting and compliance workflows. Analyze trends across 10-K and 10-Q filings, compare 8-K event disclosures and benchmark proxy statements across peer groups. Generate comparative tables, organized summaries and executive-ready analysis to support internal review and external reporting discussions.

Workflow-Driven Sample Prompt Library

Start faster with curated sample prompts designed around common SEC research and benchmarking workflows. The Sample Prompt Library provides practical starting points that can be tailored and refined through multi-turn conversation, helping you move from question to structured analysis efficiently and confidently.

Transparent and Verifiable Results

Maintain confidence in every conclusion. Review the specific SEC filings behind each result and examine the search logic used to construct the analysis. Protégé™ supports traceable, defensible research aligned with audit-ready and compliance-driven standards.

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Stay informed on how AI is shaping disclosure, compliance and reporting workflows through insights from the Intelligize Blog.

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Learn how AI solutions are developed with transparency, accountability and security across RELX.

Learn about RELX Responsible AI Principles

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Explore how boards are addressing AI governance and oversight responsibilities in our latest special report based on SEC disclosures.

Explore AI governance and board oversight in SEC disclosures

Purpose-built for SEC filings research

Intelligize+ AI™ combines precision search across curated SEC filings with AI-powered research capabilities delivered through Protégé™. Traditional Boolean and conceptual search remain available within the platform, while Protégé™ extends that foundation with conversational analysis and deeper insight.

Built on proprietary tagging and deep filtering, the platform supports disclosure, reporting, compliance and legal professionals working in high-stakes regulatory environments.

Real intelligence. Expert validation.

Protégé™ accelerates structured SEC research. When additional assurance is required, the Customer Research Team is available to help validate findings, refine interpretations and support complex disclosure questions.

AI enables analysis. Expert validation of your findings reinforces confidence.

Trusted AI for SEC filings research

Intelligize+ AI™ brings clarity to complex SEC filings research by combining AI with deeply structured, authoritative content. Surface relevant disclosures faster, analyze with confidence and move forward with defensible results.

Responsible AI. Intelligently delivered.

Our AI is developed with transparency, accountability and human oversight. We prioritize privacy, reduce bias and maintain rigorous data governance across every stage of development.

AI you can trust for SEC compliance

Our generative AI operates within a privately hosted environment and is never shared with third parties. Intelligize+ AI uses a proprietary retrieval-augmented generation (RAG) approach to ground responses in authoritative sources, with links to supporting citations for verification.

Testimonials

The ability to sort through [SEC] filings with the filtering tools available is tremendous. This allows for both a more comprehensive and easier search.

Alejandro Maya Financial Reporting Analyst
Adobe Systems Inc.

Intelligize is one of those tools that really makes life easier. Information is literally at your fingertips. I made quite the impression recently when I was quickly able to pull examples for a recent new rule for our Board meeting (Cybersecurity). Honestly, I am just as pleased now as I was when I received the go ahead to get the tool years ago, and I couldn't imagine working without it.

Lynette Long Kforce Inc

Intelligize is easy to use, very helpful tool in performing research related to recent disclosure, SEC comments, accounting literature for Big 4 accounting firms, among others.

Rhezza Delada Associate Director, SEC Reporting and Technical Accounting
Seer, Inc.

…. Intelligize offers a remarkable platform that allows us to quickly and accurately navigate the labyrinthine world of financial regulation. Its extensive database, which incorporates all essential SEC filings, exhibits, and other regulatory documents, is a vital resource in ensuring our financial reports are accurate, timely, and compliant with all necessary regulations….

Jeff Curtis Financial Reporting Manager
CoStar Group, Inc.

Unique resource; ease of use; exceptional customer service (very knowledgeable and responsive support).

Michele Luburich Public Companies Senior Attorney
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian

Experience Protégé™ in SEC Filings

See how Protégé™ brings structure, transparency and context to SEC filings analysis—so you can evaluate disclosures and move forward with confidence.

AI-Powered SEC Filings Research and Analysis