A fully managed, digital solution for advisors

Scale your practice and shorten onboarding time

Give your clients the modern experience they expect

Have peace of mind knowing portfolios are professionally managed

Ongoing support for your clients. Administrative support for you.

 

Benefits for you:

Delegate portfolio management and account administration

Minimize compliance obligations

Expand your reach with virtual onboarding

Set your fees based on the services you provide

Maintain oversight via a secure advisor dashboard

Benefits for your 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


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