InvestorCOM Conference – Recap
Watch some of the highlights from our annual client conference “Disruption in the Wealth Management Industry” which was held on Tuesday, June 27, 2017 at Arcadian Court in Toronto. Our speakers commented on changing consumer behaviours; unlikely new competitors; FinTech; and, a changing regulatory landscape. Stay tuned for information on our 2018 conference!
Watch how easy it is to search the entire universe of Fund Facts and deliver them electronically, in-person or printed/mailed to investors, while maintaining a compliant audit trail for all events.
InvestorPOS repository (en français)
Watch the French version of how easy it is to search the entire universe of Fund Facts and send them electronically, in-person or printed/mailed to investors, while maintaining a compliant audit trail for all events.
InvestorCOM Interview on AdvisorAnalyst.com
Watch InvestorCOM’s Anthony Boright speak about our innovations on AdvisorAnalyst.com.
NexGen MRFP’s case study
Learn how InvestorCOM helped one firm move clients from print to e-delivery, resulting in reduced costs and improved communications.
InvestorCOM printing facility
Take a tour of the InvestorCOM state-of-the-art print production and fulfillment facility.