Versance Workflow Suite

Versance Coworker, compliance, filings, and research tools on every page.

Versance Workflow Suite puts the Canadian and US public company disclosure record in a sidebar in your browser. Search, read and analyze SEDAR+ and EDGAR filings and news from any issuer, build a research context across companies and your own documents, and review drafts against securities regulations, without leaving the page you are working on. SEDAR+, EDGAR AND NEWS, ONE CLICK AWAY - Find any public company and open its filings and news from any page in Chrome - Summarize and analyze filings and news with AI, and ask questions about what they contain - Copy passages directly into the document you are writing - Move between companies as your research moves from one issuer to the next RESEARCH CONTEXT - Add any filing or news release from any company to your research context, with no limit on the number of documents - Upload your own documents to the same context - Query everything in context together to compare peers, review disclosure practices across companies, or check a draft against source material - See which documents are in context at any point COMPLIANCE REVIEW - Review the page you are working on against Canadian or US securities regulations, such as NI 43-101 - Receive a report that identifies potential issues and recommends changes SET A HOME COMPANY - Keep one company's complete disclosure record permanently available for research YOUR BROWSER IS THE WORKSPACE Work in Google Docs, Word for the web or any site. The Workflow Suite opens alongside whatever you are doing. BUILT ON THE VERSANCE DISCLOSURE DATABASE The Workflow Suite runs on Versance's indexed database of regulatory filings and news, covering thousands of public companies and millions of documents processed for accurate AI retrieval, and on the compliance engine behind Versance's IR Agent. GETTING STARTED 1. Add the extension to Chrome 2. Click the Versance icon in your toolbar to open the sidebar 3. Register with your email address DATA AND PERMISSIONS The Workflow Suite reads the content of the active page only when you choose to analyze it or run a compliance review. Documents you upload are used to answer your research questions. Compliance reports are a review aid and do not constitute legal advice. Versance is not affiliated with or endorsed by the Canadian Securities Administrators (SEDAR+) or the U.S. Securities and Exchange Commission (EDGAR). Learn more at versance.ai