InvestorCOM has automated key processes within our operations that will drive efficiencies and deliver new capabilities to our clients. Over the last year, we have automated our CCM/CDM process leveraging OpenText Exstream and Crawford Operations Express. Combining these 2 industry-leading technologies with InvestorCOM’s existing workflow technology has created a seamless document processing workflow. This new […]
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By: David Reeve May 24, 2019 16:56 Full Article: www.investmentexecutive.com As millennials inherit their parents’ wealth, advisors will need to evolve their business practices Between now and 2026, approximately $1 trillion of wealth will transfer from the baby boomer generation to their children, according to Strategic Insight. This pending intergenerational wealth transfer – the largest […]
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By: Audrey Carleton May 8, 2019 SPECIAL TO THE GLOBE AND MAIL
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By: David Reeve April 5, 2019 Full Article: www.investmentexecutive.com Three key steps to improve investor engagement and advisor success With the exception of a few market leaders, the percentage of client wealth reporting delivered digitally (vs paper) is astonishingly low for 2019. Industry averages suggest that many wealth managers are hovering between 0% and 20% for […]
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March 26, 2019, Toronto, Ontario, Canada – InvestorCOM, a leader in financial services compliance solutions, announced today that their popular compliance software, Publisher, will now create Accessible documents that are compliant with the Accessibility for Ontarians with Disabilities Act (AODA). InvestorCOM’s Publisher automates the process of creating, translating, and publishing regulatory documents for fund companies, […]
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InvestorCOM is an Employee Recommended Workplace The Employee Recommended Workplace Award is the only award of its kind that is based entirely on feedback from employees. The award program was developed by the Globe and Mail, in partnership with Morneau Shepell. This special designation recognizes employers with excellence in achieving a healthy, engaged and productive […]
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Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction By: David Reeve February 7, 2019 Original Article: www.investmentexecutive.com Over the past decade, new regulations have substantially increased the volume of information exchanged between advisor/dealers and clients. In many cases, this disclosure information has been delivered on paper, driving […]
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Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect By: David Reeve December 10, 2018 Full Article: www.investmentexecutive.com The Canadian Securities Administrators’ (CSA) proposed client-focused reforms are expected to impose additional compliance obligations on financial advisors and their dealers relating to “know your client” (KYC), […]
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InvestorCOM Inc. is proud to be 1 of 15 companies to win the Hamilton-Niagara Top Employer Award for 2019.
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Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors By: David Reeve October 15, 2018 Full Article: www.investmentexecutive.com Many pundits have been busy offering their insights on how the financial services sector has changed in the decade since the global financial crisis. The Washington, D.C.-based […]
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