Robo-adviser one of the first to offer a convenient goal planning and tracking tool
TORONTO, Nov. 22, 2016 /CNW/ - If you've ever needed help figuring out exactly how long – and how much money – it would take to save for that new home, school tuition or retirement, life just got easier. Invisor has launched an exciting new online goal-setting experience called InvisorGPS™ that will make it easier for Canadians to not only set their financial goals, but also track their progress towards meeting them. Additionally the digital platform now includes a free life and health insurance needs analysis, which can help clients find appropriate coverage at the best rate.
InvisorGPS ™ is available at Invisor.ca and gives all users the ability to:
- Set short or long term goals for anything from education funding to a major purchase or retirement, and an option to name their own goals
- See how long it would take to meet the goals based on their current investments and savings across all accounts
- See how much quicker they could achieve their goals, and how much they could save in fees by using Invisor
- Track their progress
- Receive a free life and health insurance needs analysis
- Get access to independent, experienced portfolio managers and insurance advisors
"It was always our intention to evolve our online investment offer to a more robust and holistic financial planning experience," said Pramod Udiaver, co-founder and CEO at Invisor. "This exciting new phase gives all Canadians access to some of the most intuitive, online financial goal setting and tracking tools at a fraction of the cost of traditional fee-based advisor or bank branch models. We want Canadians to start bringing their financial plans to life, and these new tools will make it easier, faster, and more cost-effective than ever."
The services are available to all clients, whether or not they have opened an investment account with Invisor, and there is no minimum investment amount required. Clients who wish to open an Invisor account can complete the online process in 20 minutes or less, in most cases, and the secure service is backed by experienced investment and insurance professionals who are available anytime – just a call or click away.
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 advisor models, 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 and Manitoba. 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.
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