top of page
Learning Portal
HOME
PRODUCT TRAINING
ComplianceExpress Doc Delivery
RolloverAnalyzer
AccountCompare
ComplianceExpress
PeerCompare
ShelfMonitor
ShelfAnalyzer
PRODUCT ROADMAP
SUPPORT
2024-10-01
2025-01-01
2025-04-01
2025-07-01
2025-10-01
2026-01-01
RA Dashboard - PowerBI to Report Services (v1)
Upgrade/migration to new version (v2)
Error Management and Logging
US hosting of CompliancePlatform
WCAG Compliance - RA, Reporting
Updated ComplianceExpress (v2)
IDP Enhancements
IDP Role Configuration
Multi-level Hierarchy
Improved UI Integration
Expanded UI Integration (tag-based mapping)
Improved API/webhook
Sub-firm Data Visibility
RA Dashboard - Leverage new version (v2)
Profile service
Partner Distribution Target
Consistent Branding & UI all products
New Security Types (Alt Investments)
Linked product experience
New Security Types (Annuities)
PeerCompare upgrade to new version
Annuities and Rider Selection
Upgrade/migration to new version (v2)
AI usage
ShelfMonitor Modernization
Core Systems
RolloverAnalyzer
Reporting
Integration
IDP
Branding
AccountCompare
PeerCompare
ShelfMonitor
Innovation
InvestorCOM 12 Month Roadmap - Jan 2025 to Jan 2026
bottom of page
