News

David Reeve, CEO, InvestorCOM, discusses why open banking can be the most important catalyst for change in wealth management.

News August 21, 2018

AI and Blockchain are sexy innovations in the wealth space but one Fintech company has staked its future on open banking being the biggest catalyst for change. Open banking is the process of digitally opening up banking infrastructure to third parties in order to build applications and services around financial institutions. Full Article: https://www.wealthprofessional.ca/market-talk/why-open-banking-can-be-real-wealth-catalyst-246755.aspx With pressure […]

InvestorCOM Profiled in The Expositor

News July 3, 2018

InvestorCOM highlighted in the technology section of The Expositor PUBLISHED June 29, 2018 –David Reeve, interviewed by Rick Gamble for The Expositor, discusses InvestorCOM, challenges the company has faced and digital solutions for the financial services industry. Full Article: The Expositor Article

David Reeve, CEO, InvestorCOM, discusses leveraging technology to remove friction and add convenience in an article for Investment Executive

News June 27, 2018

Leverage technology to future-proof your business PUBLISHED June 25, 2018 –By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors. David Reeve believes technology will never replace the quality of human interactions, but it can be used to future-proof practices from the robo-advisors of […]

David Reeve, CEO, InvestorCOM, discusses importance of digital capabilities and artificial intelligence for dealers and advisors to meet growing expectations of the current tech-savvy generation.

News May 9, 2018

Embrace AI or risk irrelevance, advisors warned PUBLISHED May 7, 2018 – Advisors and dealers must embrace artificial intelligence or risk being rendered irrelevant, said a FinTech CEO. David Reeve, of InvestorCOM believes the current tech-savvy generation and the advances of robo are disrupting the industry, and it’s up to planners to meet these growing […]

InvestorCOM wins Canada’s Top Small & Medium Employer 2018

News April 27, 2018

InvestorCOM Inc. has won Canada’s Top Small & Medium Employer Award for 2018. A subset of Canada’s Top 100 Employers, Canada’s Top Small & Medium Employers is an editorial competition that recognizes the nation’s best workplaces with an emphasis on forward-thinking human resources policies. InvestorCOM was evaluated by the editors using eight criteria: physical workplace; […]

Investorcom Enhances Bindery with Standard/Horizon Finishing System from KKBR Graphics

News March 26, 2018

InvestorCOM, an investor communication solutions company, installed a HOF-400 with SPF/FC-200A, High-speed Sheet Feeder and booklet-making system. Purchased from KBR Graphics, the Canadian distributor for Standard/Horizon Finishing, which was the second complete automated system purchased since 2014. InvestorCOM added the second high-speed sheet feeder and booklet-maker to their previous investment of a Standard/Horizon Stitchliner 5500 […]

Dave Carr-Pries, VP Client Engagement, InvestorCOM reviews CRM2 reporting regulation with the Globe and Mail and provides tips for investors to better understand their annual reports.

News March 22, 2018

PUBLISHED MARCH 14, 2018 – When it comes to investment fees and transparency, investors should be paying closer attention to their annual investment reports, which now provide more in-depth information around performance and the true cost of investing. Full Press Release https://www.theglobeandmail.com/globe-investor/funds-and-etfs/things-investors-should-know-as-they-open-their-annual-reports/article38287703/

InvestorCOM is an Employee Recommended Workplace

News February 13, 2018

InvestorCOM Inc. has qualified as an Employee Recommended Workplace for 2018. 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 […]

Dave Carr-Pries, VP of client engagement, InvestorCOM reviews CRM2 reporting regulations with BNN and provides some of the top questions all investors should ask their financial advisors.

News February 7, 2018

Ownership change at InvestorCOM

News January 4, 2018

Toronto, ON – InvestorCOM announces that Anthony Boright, President, is retiring from InvestorCOM. Anthony Boright was a co-founder, who together with David Reeve, created InvestorCOM. Anthony is planning to take some time off with his wife Cindy who has also recently retired.