Since 1992, InvestorCOM has been supporting asset managers in meeting compliance requirements and communicating more effectively with their clients. Our modular, drop-in solutions are intuitive, cost-effective and fast to implement.
Compose, translate and publish regulatory documents
Producing and translating MRFPs, Fund Facts and financial statements is time consuming and error prone.
Publisher is a drop-in solution that inputs your data as is automates the process of composing, translating and publishing regulatory documents.
- Meet Compliance for AODA.
- Automated French translation.
- 24/7 online access.
Use Publisher to improve your document quality, create efficiencies and lower costs.
Design and deliver compliant communications
Our Client Communication Management (CCM) solution makes it easy to design and deliver compliant client documents – financial statements, trade confirmations and tax slips – across digital and print channels
Create, customize and deliver marketing documents on demand
Reduce your marketing fulfillment costs by 30-40% by using DOX to order, customize and deliver customized content on demand.
DOX facilitates the cost-effective and compliant fulfillment of custom Advisor sales kits so that you can focus on advisor engagement and business development.
Lower costs by taking your CDM process digital
Migrate costly print/mail delivery to secure e-delivery of MRFPs and Financial Statements. Consolidate documents into a single dynamic package of compliance documents according to client’s holdings and preferences.
- Turn-key solution for your entire continuous disclosure program.
- Reminder letters.
- One-click preference management with industry leading e-migration rates.
- Document delivery in physical and digital channels.
“DOX is a fully managed solution enabling our wholesalers to get out to clients with the right, most relevant materials. The most impactful thing to our marketing department is how DOX has streamlined how quickly we can get out to clients.”
Patrick Crawford
Director, Production of Mackenzie Investments
Equitable Life and IG Wealth Management Choose DOX
Both firms are using DOX to meet their sales enablement and marketing fulfillment requirements.
InvestorCOM Launches Accessible Documents
Use Publisher to create accessible documents that are AODA-compliant.
InvestorCOM Wins Spot on RegTech100
InvestorCOM recognized as one of the world’s leading 100 RegTech companies by specialist research firm RegTech Analyst.