Investment Executive Article – “Is Point of Sale Disclosure a Winning Strategy?”

Few issues cause the same exasperated response from financial advisors as the prospect of heightened compliance and increased regulatory disclosure obligations. In fact, I often hear from many advisors, who say, “What’s the problem that regulators are trying to fix?” Others, such as an industry veteran on the verge of retirement a few years ago, […]

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InvestorPOS’ comments on the Bank for International Settlements’ Point of Sale disclosure in the insurance, banking and securities sectors consultative document published in August 2013

We are pleased to provide InvestorPOS’ comments to the Bank for International Settlements’ Point of Sale disclosure in the insurance, banking and securities sectors consultative document published in August 2013. InvestorPOS is an affiliate member of the Investment Funds Institute of Canada (IFIC) and participates in IFIC’s Point of Sale Advisory Task Force. As a […]

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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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