InvestorCOM Corporate Brochure
InvestorCOM is a technology-based investor communications company focused exclusively on the needs of the financial services industry.
DOX™ – Marketing Automation for Financial Services
A hosted cloud solution that offers content management and multi-channel distribution of marketing and compliance content for the financial services industry.
InvestorCOM Publisher – An automated document publishing platform for composing MRFPs, Financial Statements, Fund Facts and more
We provide asset managers a robust publishing platform to automate the document composition and management process in compliance with NI 81-106 Continuous Disclosure requirements and it is available online on a 24/7 basis. Asset managers can leverage the same or similar data sources to publish multiple documents from the same platform and to present the data consistently to investors across related documents.
InvestorPOS™ Point of Sale Delivery Solution – A compliant POS solution for delivering Fund Facts,
ETF Facts and other documents to investors (NI 81–101)
The InvestorPOS™ Software as a Service (SaaS) solution delivers Fund Facts, ETF Facts, Seg Fund Facts and other disclosure documents, addressing both the dealer’s front-office and back-office fulfillment requirements.