This article was originally published in KPMG’s “Women of Merit” Download PDF CAREER InvestorCOM Inc. Chief Financial Officer EDUCATION B.B.A. – Wilfrid Laurier University What path led you to your current position? I had my first CFO role relatively early, when I was 32 years old. I was working for Humpty Dumpty and the CEO […]
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At InvestorCOM we are a responsible leader in environmental stewardship through our internal operations and by influencing and facilitating responsible communication practices for our clients. This is the Vision Statement for the InvestorCOM Sustainability Committee, and in order to be a leader and facilitate environmentally sustainable changes externally, we truly believe that we have to […]
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InvestorCOM, a leader in providing technology and outsourcing services to the Financial Services industry announced very positive customer satisfaction and loyalty scores, ranking us higher than many consumer brands.
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This article first appeared in Yahoo Finance and featured an interview with Anthony Boright, President of InvestorCOM Inc.
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This article was originally written by Anthony Boright, President of InvestorCOM for Investment Executive’s Inside Track column. Financial technology companies are widely held as marketplace disruptors. Yet, increasingly, these firms will be seen as enablers to the incumbent financial institutions. Many view the role of financial technology or fintech in retail banking and wealth management […]
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Article Link: http://www.nationalpost.com/prnewswire/index.html?rkey=20160526C1153&filter=3072 InvestorCOM Inc. announced today that it has in the last four weeks rolled out its InvestorPOS™ Point of Sale Stage 3 (POS 3) offering for ten mutual fund dealer clients including banks, large and small members of the Investment Industry Regulatory Organization of Canada (IIROC), and Mutual Fund Dealers Association (MFDA). These […]
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This article first appeared at http://findependencehub.com/get-ready-pos3-crm2-deadlines/ on May 5, 2016 On May 30, dealers and advisors will have to send investors Fund Facts disclosure documents before the investor decides to buy a fund. Until May 30, dealers and advisors still will be able to abide by the previous industry regulation (i.e. POS Stage 2), which […]
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The Client Aligned Capital Partners Inc. (ACPI) is an independent securities dealer with head office in Burlington, Ontario and branch locations across Canada. Originally founded in 1987, it was built on the premise of aligning the interests of the investor, advisor and dealer. A member of the Investment Industry Regulatory Organization of Canada (IIROC), ACPI […]
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Success is measured differently by many, but for some, such as legendary UCLA basketball coach John Wooden, success comes more from how you conduct your life than what you achieve. In effect, it’s about the journey, not the destination. And in today’s fast-paced and results-oriented world, the young financial advisor who relies too heavily on […]
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Toronto, November 16, 2015 — InvestorCOM announced today a strategic partnership with Environics Analytics that will bring new expertise to the company and its clients. Environics Analytics (EA) is the Canadian leader in data analytics and marketing services. InvestorCOM’s four strategic solutions involve the transfer, processing and management of large volumes of client data. Through […]
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