Invisor launches digital wealth management platform for advisorsBy The IJ Staff | May 16 2017 09:45AM
Invisor has introduced a digital platform that allows financial advisors to offer low cost portfolios made up of ETFs and mutual funds, as well as other services, announced the robo-advisor company May 16.
InvisorCoPilot goes “well beyond those offered by other 'robo-platforms'”, states the firm. Services offered include fully managed portfolios, paperless onboarding, and a dashboard to manage the client relationship. The platform also gives advisors access to a goal planning and tracking solution, insurance needs analysis, and access to online insurance solutions.
Rolling out service to 400 advisors
"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. "
Last week Invisor announced a fully digital insurance service.