InvestorCOM InvestorCOM
  • Company
    • About Us
    • Team
    • Board of Directors
    • Partners
    • Corporate Responsibility
    • Culture & Careers
  • Solutions
    • Reporting
    • Compliance
    • Publishing
    • Marketing
  • News & Events
  • Case Studies
  • Contact Us

Reporting

We integrate with any back office data to design, compose and deliver statements, confirms, tax slips and other compliance documents that will engage your clients in digital and physical formats.

InvestorCOM Digital Wealth Reporting provides a highly engaging, interactive client experience equivalent to leading robo-advisor platforms.

Our E-CDM solution reduces compliance costs by up to 75% and has eliminated over $5M in industry costs related to the Continuous Disclosure Management process.

Case Studies
Brochure

CCM Solution Features

Features

  • Data integration with all leading back office systems
  • Statement design and consulting
  • Document composition with OpenText Exstream
  • Document production & multi-channel delivery
  • PDF integration with client document portals

Benefits

  • Outsource and multi-channel cost savings
  • Reduce/eliminate data and privacy risk
  • Maximize client engagement

Digital Wealth Reporting Features

Features

  • Interactive portfolio reporting application
  • Existing CCM data extracts drive application
  • All regulatory document pdfs hosted
  • Fully hosted or hybrid hosting options

Benefits

  • Maximize client reporting engagement
  • Dramatic cost reduction by migrating physical documents
  • Ease of implementation; no additional data required

E-CDM Features

Features

  • Data consolidation & normalization of unit holder data
  • Personalized Dynamic book production
  • End-to-end solution including consent management
  • Multi-channel production and delivery of MRFP/FS

Benefits

  • Up to 75% savings compared to traditional CDM
  • Streamline CDM process and eliminate compliance risk
  • Improve unitholder satisfaction

Documents-on-Demand Features

Features

  • Real-time document generation via API calls
  • Fully integrated with online financial services solutions
  • Opentext Exstream document composition engine

Benefits

  • Eliminate internal cost of document composition
  • Improve client experience with real-time document presentment
  • Rapid implementation for online F/S models

Customer Support 1.855.859.1865

Toronto Office

55 University Av, Suite 704
Toronto, ON M5J 2H7
T: 1.800.361.9494
E: info@investorcom.com

Brantford Office

70 Easton Road, P.O. Box 575
Brantford ON N3P 1J5
T: 1.800.361.9494
E: info@investorcom.com


IFIC Affiliate Member


CETFA Affiliate Member

© 2019 InvestorCOMâ„¢. All rights reserved.

  • News & Events
  • Privacy & Accessibility
  • Legal

Search Site

Error: Enter a search term

  • About Us
  • Team
  • Board of Directors
  • Partners
  • Corporate Responsibility
  • Culture & Careers
  • Publishing
  • Compliance
  • Marketing
  • Reporting
  • News & Events
  • Case Studies
  • Contact Us