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Announcing two recent enhancements on Securities Mosaic

June 7, 2018

In case you missed it, we’ve recently released two major product enhancements on Lexis Securities Mosaic.

On May 25, we unveiled a newly enhanced and redesigned version of our Investment Adviser page.  The new search tool allows users to pull historical Form ADVs that we’ve been archiving since 2012.  We’ve also added text search to allow users to search an adviser’s current registration in its entirety, including Part 2 materials.  Finally, new  filters include the ability to search on Customer Type and Advisory Services Provided.

On April 6, a newly enhanced version of our search page for Canadian SEDAR filings went live.  We added new filters for Recipient Province, Auditors, Latest CUSIP, Material Contracts, and others.  We also added new functionality including batch download, a share search feature, and the ability to save searches.

To see a full list of the product enhancements we’ve made to Securities Mosaic over the past several years, search on the “Product enhancements” category of this blog (or click here).

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