Riskalyze and InvestorCOM Partner to Bring Rollover Compliance Workflows to Wealth Management Firms
December 20, 2022. AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze, the industry-leading growth platform for wealth management firms — used by tens of thousands of financial advisors to help investors invest fearlessly in all market conditions — today announced a strategic partnership with leading compliance software firm InvestorCOM. The partnership will afford advisors access [...]
North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments for Second Consecutive Year
New York, NY (Dec. 14, 2022) – For the second consecutive year, North Square Investments (North Square) was named one of the “Best Places to Work in Money Management” by Pensions & Investments on Monday, among firms with 20-49 employees. Presented by Pensions & Investments, the global news source [...]
CIBC Mellon and InvestorCOM Collaborate to Launch Financial Statement Solutions for Investment Funds
TORONTO, Dec. 13, 2022 /CNW/ - Today, CIBC Mellon announced a new collaboration with InvestorCOM Inc. (InvestorCOM). InvestorCOM is a leading technology provider whose services focus on addressing the evolving compliance disclosure needs of the financial services industry. Through this collaboration, CIBC Mellon's clients can now tap into InvestorCOM's Publisher solution to ensure [...]
Estancia Capital Partners Announces Strategic Investment in InvestorCOM
November 29, 2022 TORONTO--(BUSINESS WIRE)--Estancia Capital Partners announced today they completed a significant investment in InvestorCOM, a leading provider of software and tech-enabled compliance solutions to the asset and wealth management industry. The investment is intended to accelerate InvestorCOM’s continued expansion across North America and globally. “We are excited [...]
Snowden Lane Partners Adds Latest Advisor, Creates $360 Million Advisor Team
New York, NY – August 8, 2022 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced Al Jacobi has joined the firm as Senior Partner and Managing Director, from Fieldpoint Private. Together with Tom Hakala, who joined [...]
Abel Noser Solutions Introduces Industry’s First Comprehensive Options TCA Tool
New York, NY, June 21, 2022 (GLOBE NEWSWIRE) -- Abel Noser Solutions today announced the launch of a first-of-its-kind options TCA product that covers all options strategies from covered calls to complex spread strategies. The offering measures option spreads along with analytics that show implied volatility, percentage of open interest [...]