
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.
CCM Solution Features
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Digital Wealth Reporting Features
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E-CDM Features
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Documents-on-Demand Features
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