InvestorPOS launches new enhancements for automated document publisher platform

Documents can now be processed in batches within InvestorPOS Publisher. This new feature will allow you to combine multiple documents into one large PDF or create a ZIP file of several hundred individual PDFs within minutes. You can also select many documents at one time and have a blackline document created for each and inserted […]

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InvestorPOS Fund Facts Delivery Solutions unveiled

InvestorPOS is a hosted, Software-as-a-Service (SaaS) solution and suite of modules that allows asset managers and dealers to efficiently create and deliver Fund Facts and other disclosure documents to investors. We offer an integrated solution supporting both electronic and print/mail processes in a highly secure production environment. View Full PDF

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IDC White Paper “It’s Worse than You Think: Poor Document Processes Lead to Significant Business Risk”

Failures in Document-Driven Business Processes Are Higher Risk and Costlier than Many Executives Think Many business executives understand that improving their document-driven business processes—the processes in their businesses that are governed and controlled by documents in electronic or paper format—can deliver operational efficiencies and drive cost takeout. What many may not appreciate is the degree […]

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InvestorPOS launches inline blacklining/redlining for Financial Services documents

Blackline documents are used to graphically show content changes that have been made to a document between two given dates. In addition to being able to review changes at the field level, using the History > Compare function InvestorPOS Publisher now supports blackline document creation at the document level. This means that you can now […]

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Investment Executive – Advisors embrace Fund Facts

Advisors using the new Fund Facts disclosure documents are already seeing many benefits for their businesses and clients, according to a recent survey. Between September and October 2012, InvestorPOS conducted a survey of roughly 200 advisors across Canada. Of those participants, almost all felt that Fund Facts documents offered better disclosure and that, unlike a […]

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Stage 2 Fund Facts delivery webinar Oct. 11 & 16

Fund Facts delivery represents a significant opportunity for the industry in terms of cost reduction and improved investor satisfaction. However, it also represents a significant effort in terms of implementation. Both dealers and fund managers are looking for partners to provide solutions and guidance with this implementation. View Full PDF

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InvestorPOS signs Agreement with Morningstar

InvestorPOS Inc. today signed an agreement with Morningstar Research Inc., a subsidiary of independent investment research provider Morningstar, Inc., to integrate the InvestorPOS FFxpress solution with Morningstar PALTrak, a desktop application for financial advisors with data and performance history for thousands of funds. Beginning with the August 2012 release of PALTrak, advisors will be able […]

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InvestorPOS submits comments to CSA re. Stage 2 amendments

We are pleased to provide InvestorPOS’ comments to the Canadian Security Administrators’ (CSA) second publication of proposed amendments for the Implementation of Stage 2 of Point of Sale Disclosure for Mutual Funds: Proposed Amendments to National Instrument 81-101 Mutual Fund Prospectus Disclosure, Form 81-101F3 and Companion Policy 81-101CP Mutual Fund Prospectus Disclosure and Consequential Amendments […]

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InvestorPOS Well Positioned to Help Dealers

On June 21st the Canadian Securities Administrators (CSA) released for comment their proposed amendments to National Instrument 81-101 Mutual Fund Prospectus Disclosure for the Implementation of Stage 2 of Point of Sale Disclosure for Mutual Funds, outlining enhancements to the Fund Facts document and details surrounding the delivery of the document to investors. The CSA […]

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InvestorPOS launches new web site

InvestorPOS Inc. has launched a new web site at www.InvestorPOS.com, highlighting its suite of solutions for advisors, asset managers, investment fund dealers and compliance officers. First launched in October 2011 for financial advisors to access the complete universe of approximately 25,000 Fund Facts documents, the newly designed site outlines a variety of related solutions aimed […]

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