Finance Professionals

Intelligize changes how finance and investment professionals access and extract relevant business data and perform fundamental analysis of regulatory content in a fraction of the time. The efficiency of the Intelligize platform allows finance professionals to spend less time researching and more time gaining insight, mitigating risk and acting faster with more complete information. Intelligize targets exactly what you need and streamlines the information gathering process like no other offering. Filter your search results by specific concepts, topics, principles, rules and regulations. Additionally, users can set up alerts to track and update your saved results, keeping you informed of changes and additions.


More Efficient Research for Finance Professionals

Through easy-to-use search and filtering tools, clients are better positioned to cut out the noise and drive up accuracy when mining SEC filings. Immediately see exactly how all publicly traded companies are approaching key disclosures in every section of their 10-K, 10-Q, 8-K, Proxy and other filings.


Pinpoint Accurate and Relevant Data

The Intelligize platform is used by Banks, Hedge Funds, Mutual Funds, Pension Funds, Ratings Agencies and Regulators to rapidly identify and leverage information deep within company disclosure documents and agreements/exhibits. Intelligize targets exactly what you need and streamlines the research by allowing you to compare multiple documents instantly to identify anomalies for faster investment decisions.

Stay On Top of Market Trends

Intelligize has built-in trending tools to identify and incorporate information that actually informs while delivering insight and awareness. Utilizing Intelligize’s unique analysis and abstract views, users are able to track developing and trending topics.