TORONTO, May 16, 2017 /CNW/ - Financial advisors who are looking to enhance their service offer and make their practices more efficient now have access to Invisor CoPilot™, a digital platform that offers a comprehensive suite of solutions. Invisor CoPilot™ provides financial advisors with a means of offering their clients low cost portfolios made up of ETFs and mutual funds, while providing additional services that go well beyond those offered by other 'robo-platforms'. The services offered with Invisor CoPilot™ include fully managed portfolios, a paperless onboarding experience, and a dashboard to manage the client relationship. Invisor CoPilot™ also gives advisors access to InvisorGPS™, a goal planning and tracking solution that includes an aggregated view of the client's financial position, an insurance needs analysis, and access to online insurance solutions.
Advisors who partner with Invisor to use Invisor CoPilot™ can choose their level of involvement at the time of onboarding their client, by sending them an online invitation to get started, or walking them through the process face-to-face. Advisory firms can access Invisor CoPilot™ through a referral arrangement, or a completely white-labeled solution, depending on their needs and the registration category under which they operate.
"We have already entered into agreements with some large advisory firms and will be rolling out Invisor CoPilot™ to more than 400 of their advisors in the coming months," says Pramod Udiaver, CEO of Invisor. "The goal planning tools we offer enable advisors to put their financial plans on their clients' dashboards so the client can track their journey towards those goals anytime, anywhere".
About Invisor (Invisor.ca)
Invisor is a team of financial professionals dedicated to serving the evolving needs of Canadian investors and using technology to deliver a better client experience. We offer Canadian investors personalized online investment management services at a fraction of the cost of traditional investment products, without requiring any minimum investment amounts. Investment services are provided by Invisor Investment Management Inc., a firm registered as a portfolio manager in the provinces of Ontario, British Columbia, Alberta, Saskatchewan, Manitoba, and Quebec. Insurance services are provided by Invisor Insurance Services Inc., a firm licensed for the sale of life and health insurance products in the provinces of Ontario and Manitoba.
For further information: Josh Miszk, 647-490-4009, [email protected]