InvestorCOM InvestorCOM
Demo
MENUMENU
  • Solutions
        • By Regulation
          • Regulation Best Interest
          • Client Focused Reforms (NI 31-103)
          • Point of Sale (NI 81-101)
          • Investment Fund Continuous Disclosure (NI 81-106)
          • Client Relationship Model (NI 31-103)
        • By Industry
          • Wealth Managers
          • Asset Managers
          • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
Demo

Investment Dashboards and Apps Coming Soon?

Blog October 8, 2015

The IFIC Leadership conference was held last week in Toronto and the first session of the day was the ever popular “Leaders Panel”. The panelists this year were Carol Lynde (President and COO of Bridgehouse Asset Management), Paul Lorentz (President of Manulife Investments) and David Scandiffio (President and CEO of CIBC Asset Management).

The discussion was quite interesting and thought provoking as all three executives discussed how technology is being embraced by advisor and investors, but still has a long way to go before we see any measurable change by the end investor. Carol Lynde was equipped with visual props that illustrated how investors are not satisfied with being provided access to their statements via an internet portal. Investors in this day and age have little time to read their statements or any other regulatory disclosure documents and the industry needs to move towards apps, text messages or other brief real time updates to not only show the client what their investments are worth, but also where they are with respect to their retirement goals. Carol showed the audience how the Fitbit app tracks all the key metrics that a person wants to know in a quick and easy to consume dashboard and the audience was certainly paying attention.

There were definitely thought provoking discussions and ideas put forward by each of the panelists. It will be quite interesting to see what types of apps and solutions will come to the Canadian investment marketplace in the next 2-5 years. Do you see yourself or your teenager using an app on their phone to track their investments “dashboard”?

Tags: Industry

PreviousNext

Recent Posts

  • How to Recommend Variable Annuities with Confidence
  • Webinar: Client Focused Reforms and the KYP Challenge
  • Webinar: 2021 Reg BI Exams & Variable Annuities
  • InvestorCOM Recognized in the 2021 RegTech100 as a Leader in Regulatory Compliance
  • InvestorCOM Recognized as a Top Employer for the 4th Year in a Row

Archives

InvestorCOM Inc.
55 University Avenue
Suite 704
Toronto, ON
M5J 2H7

+1 (800) 361-9494
info@investorcom.com

Who We Help

  • Wealth Managers
  • Asset Managers
  • Insurers

Regulations

  • Regulation Best Interest
  • Client Focused Reforms
  • Point of Sale
  • Investment Fund Continuous Disclosure
  • Client Relationship Model

Learn

  • Blog
  • Resource Center
  • Case Studies
  • Events

Company

  • About Us
  • Leadership
  • Partners
  • Careers
  • News

© 2021 InvestorCOM Inc. All rights reserved.

  • Privacy & Accessibility
  • Legal

Search Site

Error: Enter a search term

  • Solutions
    • By Regulation
      • Reg BI
      • Client Focused Reforms
      • POS3
      • Investment Fund Continuous Disclosure
      • CRM2
    • By Industry
      • Wealth Managers
      • Asset Managers
      • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
Our website uses cookies. By using our website you agree to our Privacy Policy.
AcceptPrivacy Policy