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 [...]

December 20, 2022|

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 [...]

December 14, 2022|

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 [...]

December 13, 2022|

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 [...]

November 29, 2022|
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