Overview

A trusted leader for law firms, corporate counsel, and government

Effectively manage securities research and compliance tasks amid a changing regulatory environment. RBsourceFilings delivers fast, accurate answers to your organization’s most pressing concerns, providing a complete picture of current law, whenever and wherever you need it.

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Intelligent research, timely access, and authoritative content

RBsourceFilings intelligently integrates SEC filings and primary law so you can more effectively respond to changes in law and policy and more efficiently draft SEC filings to meet your exacting compliance requirements. These powerful tools consolidate disparate components of securities law and filings research into an intuitive, streamlined process to ensure greater value and efficiency for your firm and your clients.
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Fast, accurate answers to your organization’s most pressing SEC concerns

Amid a rapidly changing legal and regulatory environment, law firms and their corporate clients, now more than ever, need to effectively manage disclosure and other legal risks.

  • RBsourceFilings – Intuitive navigation to Laws & Regulations, Forms, and SEC Guidance, as well as Integrated SEC Filings, SEC No-Action Letters, SEC Staff Comment Letters, Law Firm Memos, and Private Placement Memoranda.
  • RegReview - Streamlines the Rule-Checking process by linking all SEC rules, regulations and guidance relevant to major SEC forms and instantly revealing changes to compliance requirements.

A Complete Solution for the Legal Professional

RBsourceFilings starts with the trusted content of the Securities Act Handbook, (Red Book and Red Box), and intelligently integrates SEC guidance, such as Rulemaking Releases, C&DI, and SEC Manuals, into a single, powerful search and browse workflow tool.

RBsourceFilings further extends your productivity with integrated EDGAR Filings, Law Firm Memos, Private Placements, SEC No-Action Letters, and SEC Comment Letters to give you a complete view of the regulatory disclosure landscape. Through intelligent content integration and editorially created topic relationships, the system surfaces both SEC Filings and the legal and regulatory materials vital to understanding those filings. Using powerful search and post search filters, practitioners can quickly find the targeted results they need.

Expert tools, like RegReview, further streamline the Rule-Checking process with curated links to all SEC rules, regulations and guidance associated with major SEC forms. Past versions and redlines give you a complete understanding of all changes and help you assess their impact.

Integrated SEC Filings and Regulatory alerting ensure you will never miss an important change to disclosures or regulations.

Exhance your Legal Workflow

  • A single solution to securities research and drafting:  Integrated content from rules, regulations, forms, guidance, and filings
  • Expert-curated content: Commentary from our experts provides crucial context to changes in law, and includes links to related releases and implementation dates. RegReview Checklists link all content needed for accurate Rule-Checking.
  • Ease of Use: Search using plain English, Boolean, or by citation. Browse by Laws, Rules, Regulations, Topics, or Favorites. Search Filings by key words, filings sections, or a wide array of post search filters.
  • Stay Current: Place alerts on rules, regulations, forms and filings to receive instant notifications when a major change occurs.
  • Personalization: Add highlights and notes, save favorites, and search through research history.
  • Portability and Anytime Access: Online access lets you take your “Redbook” anywhere

Extend your legal workflow and research process

Get the insight you need in minutes, not hours

With a simple, intuitive dashboard, point-and-click interface, and a rapid download feature, the information you need is instantly accessible. 

Testimonials

For its content, RBsource is the best product I’ve seen on the market. It’s everything the Red Book was, in a more intuitive, accessible and more readily searchable format.
Simon M. Lorne

Training & Support

We offer a full range of support, from online videos to custom training.

Customer Support
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Call us at 1-866-529-6600

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