A fully managed, digital solution for advisors

Scale practice and shorten onboarding time

Give clients the modern experience they expect

Have peace of mind knowing portfolios are professionally managed

Administrative support for advisors. Ongoing support for clients.

 

Benefits for advisors:

Delegate portfolio management and account administration

Minimize compliance obligations

Expand reach with virtual onboarding

Set fees based on the services provided

Maintain oversight via a secure advisor dashboard

Benefits for clients:

Paperless digital onboarding experience

Account opening takes less than 20 minutes and can be done anywhere, anytime

No account minimums

24/7 access to a secure client dashboard

Ability to set and track goals

 

 

The Invisor CoPilot difference

Our solution is goal-based, helping clients track and reach their financial goals quicker

We recommend portfolios from leading Canadian money managers, so clients can choose the portfolio that’s right for them

Have the option to guide your clients through the onboarding experience


If you are interested in offering CoPilot to the advisors at your firm, please request a demo below:


Request a Demo


Invisor