eDelivery

Through secure eDelivery on WebCONNECT, advisors and dealers can share documents and collaborate with investors.

Solutions By Role > Advisor Solutions > eDelivery

Clients expect to be able to do business with their advisors without having to meet face-to-face. Through secure eDelivery on WebCONNECT, advisors and dealers can share documents and collaborate with investors.

CRM 2 requires dealers to distribute client name statements on a quarterly basis as of 2012. This change was costly to both investors and to the environment. The e-Delivery Bundle is designed to reduce costs and environmental impact by providing statements and notifications online. Clients will be able to access and retrieve statements anywhere, anytime.

How eDelivery helps advisors:

  • Enables dealers and advisors to stay compliant under NI 31-103
  • Reduce time spent and costs when sending statements electronically.
  • Enhance customer service through faster, more convenient and more environmentally-friendly delivery.

Our eDelivery adoption rate has gone from zero to 25% in less than one year. We recovered 100% of our up-front technology investment in the first nine months of operation.
Daniel Martins, FundEX Investments