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On April 14, 2010 we launched an innovative new solution for the wealth management industry called InvestorPOS. The solution addresses regulators' requirement of fund managers to initially make Fund Facts documents available and ultimately, to have advisors deliver these documents to mutual fund investors. InvestorPOS is a hosted web-based solution and suite of modules that includes:
- FF PublisherTM - Fund Facts creation module for fund managers to combine standard and custom content, approve/schedule publication and prepare for filing via SEDAR
- FF XpressTM – The industry repository for dealers and their financial advisors to search the universe of Fund Facts and deliver them electronically or in printed format to their investors in a simple, compliant manner
- FF IntelTM - Business intelligence for fund managers, dealers, sales managers and their advisors surrounding pre-sale marketing activities
To learn more about InvestorPOS, please visit http://brochure.investorpos.com or contact info@investorpos.com.
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Our Clients
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"Thanks for your great work on this and the quick turnaround. We're ready to go live."
-Internet Manager, RBC Dexia Investor Services
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"Our advisors love our new web site and with VAULT's help we plan to leverage this communication channel even further."
-Director, Marketing & Communications, Equitable Trust
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"VAULT helped improve the user experience for our private client business and cost effectively leveraged our infrastructure. We are now better positioned competitively in these challenging times."
-V.P. Information Technology, GMP Capital Trust
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"IFIC staff have nothing but praise for the VAULT team, and we look forward to our continued relationship in the next phase of development."
- VP, Member Services and Communications, The Investment Funds Institute of Canada
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"The VAULT team helped bring our group up to speed quickly in WebSphere Portal and ADAM technology."
-Relationship Manager, IT Pension Systems, OMERS
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"VAULT Solutions has helped us establish a strong online communication channel with our members and pensioners."
-Vice-President, Policy and Communications, OPSEU Pension Trust
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"I have been a VAULT client for years and they have always impressed me with their focus on our business and how they use technology as an enabler."
-Manager, Investing Systems, TD Bank Financial Group
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"VAULT has impressed us with its ability to channel the efforts of all stakeholders of a large web initiative."
-Manager, eBusiness, GGOF|Guardian Group of Funds
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"The VAULT team executed seamlessly on their end-to-end project for MGI, respecting our business owners and engaging our IT staff as partners."
-President & CEO, MGI Securities
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"VAULT demonstrated a solid grasp of our business and audience, developing a web solution that exceeded our expectations."
-Senior Partner, JLA Ventures
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"Our ad agency recommended VAULT after partnering with the team on another financial web site project. VAULT addressed our needs with the same professionalism that’s served their financial clients."
-Director Corporate Communications, Celestica
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"VAULT helped us re-architect our web site and establish a more engaging user experience."
-President & CEO, Westwind Partners Inc.
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"VAULT Solutions understands the investment community and its participants’ online needs. They have proven to be extremely responsive and flexible to work with."
-Founder and President, Canadian Investment Awards and Gala
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"We are thrilled with our web site and so thankful to VAULT for their assistance and support."
-Founder, Martha McCarthy and Company
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"VAULT was able to quickly grasp our unique business needs and just as quickly develop an application for the Windows Mobile platform."
-VP Operations, Sundex
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"MSA chose to partner with VAULT because of their expertise in delivering dynamic Internet solutions for the financial services industry."
-Executive V.P., Management Science Associates
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"You remained flexible and responsive to our needs while always being efficient, organized and deadline friendly - that’s a refreshing change."
-Director, Yellow Bus Foundation
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"VAULT has approached our business with a level of ingenuity, integrity and customer service unparalleled in my experience. I would hire them again and recommend them without hesitation."
-Managing Director, TBWA
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