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InvestorPOS announced today that it had received regulatory approval to begin delivering Fund Facts documents for its dealer clients ahead of the June 13, 2014 CSA deadline for Stage 2 of the POS regulation (National Instrument 81-101 Mutual Fund Prospectus Disclosure). InvestorPOS made a joint application with a dealer client, and with this decision, InvestorPOS […]

InvestorPOS today announced that it has acquired VAULT Solutions Inc., a 10-year old professional services company with expertise in the development of Internet-based solutions for the financial services industry. VAULT has been in business since 2003, assembled from members of the same team that had developed and marketed The Fund Library (www.fundlibrary.com) in 1995 and […]

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, […]

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 […]

The Canadian Securities Administrators (CSA) today announced the final rule for Stage 2 of the mutual fund Point of Sale regulation which will require mutual fund dealers to deliver the Fund Facts document to investors in lieu of the prospectus. According to the CSA press release, dealers will have one year (the deadline is June […]

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 […]

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

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 […]

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 […]