InvestorCOM’s AccountCompare Solution has been nominated in the best Compliance Technology Provider category.

Toronto, ON, Jun 07, 2024 – InvestorCOM, a leading compliance software provider to the wealth management industry, today announced that it was named as a finalist for the best Compliance Technology Provider in the 2024 WealthManagement.com Industry Awards. InvestorCOM’s innovations behind AccountCompare, and the support for financial professionals when making best interest account type recommendations, led to the Wealthies recognition.

The Wealthies is the only awards program of its kind that recognizes the contribution of organizations and individuals that significantly benefit the performance of financial advisors. InvestorCOM Director of Product, Randy Barnes said. “The Wealthies are an exhibition of innovators and leaders in our industry. We are once again honored by the recognition for providing innovative solutions for the financial professional’s compliance requirements. We consider the voice of our customer to be a crucial part of our product strategy.  What we heard was the call to reduce friction for the financial professional’s dealing with Regulation Best Interest. It was crystal clear.”

In its tenth year, the WealthManagement.com Industry Awards honors outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations chose the finalists, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.

Winners will be announced at a gala and awards ceremony in New York City on September 5, 2024.

Regulation Best Interest requires advisors consider different types of accounts, products and services when making best interest recommendations. AccountCompare makes it easy for financial professionals to analyse account recommendations based on client suitability, the assets transferred, client needs such as their preferred reliance on their financial professional, early withdrawal penalties, fees, tax implications and much more.

About InvestorCOM Inc.
Since 1992, InvestorCOM has been providing regulatory compliance software and communications solutions to wealth managers, asset managers, and insurers. Our high value, intuitive solutions eliminate compliance risk for our clients and foster better financial decisions. For more information, visit www.InvestorCOM.com, email info@investorcom.com or call 1-800-361-9494.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.