A new digital wealth management platform for financial advisers has been launched by Canada-based online portfolio manager Invisor.
Financial advisers using the Invisor CoPilot platform will be able to offer their clients low cost portfolios made up of WTFs and mutual funds, as well as additional services including fully managed portfolios, a paperless onboarding experience, and a dashboard to manage the client relationship.
Go deeper with GlobalData
Through the new platform, advisors will also have access to InvisorGPS, a goal planning and tracking solution.
InvisorGPS provides advisors with an aggregate view of the client’s financial position, an insurance needs analysis, and access to online insurance solutions.
Pramod Udiaver, Invisor CEO, said: “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.
“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”.
Invisor CoPilot can be accessed through a referral arrangement or a completely white-labelled solution.
