Invesco Canada has launched a robo-advice platform, called advisorDUO, which will enable advisers to connect directly with clients through digital interface.
The new solution is a white-labelled offering that can be integrated within an adviser’s existing system.
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Using the platform, advisers can onboard clients without any paperwork and ask clients to provide necessary information to open accounts such as a goals-based questionnaire, and personalised analysis.
The platform also allows firms to retain control of assets, lower administrative costs and support multiple business models, Invesco said.
Invesco Canada head of marketing Andrew Manning said: “Built and designed using Invesco’s in-house digital expertise, advisorDUO maintains the advisor-investor link, with the intent of increasing the competitiveness of financial advisory firms and allowing advisors to serve clients in the way they wish to be serviced.”
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