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Securities Drafting & Compliance

Featuring interactive checklists

It’s easier to steer the periodic reporting or securities offerings prep process for your clients with Intelligize’s newest application, Securities Drafting & Compliance. Avoid constant detours – like having to switch between different tools and multiple sources of information – and stay on track to quickly and effectively finish your compliance tasks.

Our solution shifts your research into high gear by connecting the SEC Forms with relevant regulations, SEC Filings, and Comment Letters and responses, significantly reducing the time currently spent manually cross-referencing documents. You can have greater confidence in the quality and accuracy of your filings following our interactive checklists.

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