InvestorCOM’s Compliance Solutions Added to the Fidelity Institutional^SM Discount Alliance Program

InvestorCOM added to Fidelity’s list of Program participants.

 

Toronto, ON, February 8, 2021 – InvestorCOM, the leading provider of regulatory compliance software and communications solutions for wealth management, announced today that their suite of compliance solutions are now offered as part of the Fidelity Institutional^SM Discount Alliance Program. This Program is a referral program for Fidelity Institutional clients, offering preferred pricing from third-party providers.

InvestorCOM’s suite of compliance solutions are now available in the program and can help wealth firms efficiently and cost-effectively meet their regulatory obligations. This includes ShelfMonitor for dealers to manage and monitor their ever-changing product shelf, PeerCompare for financial representatives to make compliant investment recommendations and to demonstrate they are acting in the best interest of retail clients, and ComplianceExpress to simplify the document disclosure and delivery process.

“The Fidelity Institutional Discount Alliance Program will make it easier for Fidelity’s clients to access InvestorCOM’s award-winning compliance solutions,” said Parham Nasseri, VP Regulatory Strategy at InvestorCOM.

Since launching into the US market in March 2020, InvestorCOM has made significant progress in capturing interest for their compliance software solutions. This includes establishing a US Advisory Board of industry influencers, signing a data agreement with Morningstar, and winning a coveted spot on the 2021 Global RegTech 100 list.

“Being added to Fidelity’s Discount Alliance Program is a key milestone for InvestorCOM as we continue to gain momentum and recognition in the US wealth market,” said David Reeve, CEO of InvestorCOM.

Fidelity Institutional clients are invited to contact InvestorCOM to see a live demo of their compliance platform solutions and to learn more.

 

About InvestorCOM Inc.

Since 1992, InvestorCOM has been providing regulatory compliance software and communications solutions to banks, asset managers, insurance companies and investment dealers. Our high value, intuitive solutions help reduce compliance risk for our clients.  For more information, visit www.InvestorCOM.com, email info@investorcom.com or call 1-800-361-9494.

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For more information:

Karen Makedon
VP, Marketing
InvestorCOM Inc.
Tel: 1-800-361-9494
Email: media@investorcom.com

 

Notes:

• Fidelity Investments is an independent company, unaffiliated with InvestorCOM.
• Fidelity Investments has not been involved with the preparation of the content supplied by InvestorCOM and does not guarantee, or assume any responsibility for, its content.
• Fidelity Investments and Fidelity Institutional^SM are registered trademarks of FMR LLC.
• Fidelity Institutional^SM (FI) provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 962664.1.0