MANAGER AND MONITOR CHANGES ON YOUR PRODUCT SHELF

ShelfMonitor

Stay on top of significant and material changes on your shelf with custom monitoring and alerts that give you the information you need, when you need it. ShelfMonitor scans investment products for changes such as sales and fees, management information, product suitability and risk.

Training Video

InvestorCOM ShelfMonitor Training

(CANADA)

InvestorCOM ShelfMonitor Training
(UNITED STATES)

Latest User Guide

1.0 Accessing ShelfMonitor

2.0 Searching ShelfMonitor

3.0 Reviewing ShelfMonitor Results

4.0 Alert Level

5.0 Weekly Advisor Alerts

6.0 Configuration Settings for Advisor Alerts

7.0 Preferences

Appendix A: InvestorCOM's Materiality Score Explained

User Guides

Latest Version

Investorcom ShelfMonitor User Guide (Canadian Advisors) - 2022 V0.1

Download