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

Release Notes: New InvestorPOS Delivery platform enhancements for April 2015

News April 22, 2015

The following features were released to the InvestorPOS Delivery™ solution on April 27th, 2015.

  • Access and Search ETF’s
  • Advisor BCC email
  • English and French Toggle
  • Compliance Reporting Update
  • View Full PDF

    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