3/16/2024 0 Comments Invisor![]() ![]() ![]() To use the Invisor CoPilot platform, clients pay an investment management fee of 0.4% as well as a fee set by the advisor based on the level of service provided. “Our goal is to make the financial plan real time and front and centre of the client experience,” says Udiaver. “That way, free up a lot of their portfolio management and administration time,” says Pramod Udiaver, Invisor’s CEO, “and focus more on existing clients, providing more services to them and expanding their reach.”Īs part of the Invisor CoPilot interface, clients will have access to Invisor’s goal planning and tracking solution, InvisorGPS, which allows clients and advisors to view an aggregate of a client’s financial position. Advisors will have the ability to view the client’s Invisor account through a secure dashboard. Once completed, Invisor will construct and manage a portfolio for the client, which can include ETFs and mutual funds. The client can do this his- or herself, or the advisor can walk the client through the online onboarding process. In the case of a referral, an advisor can send an invitation to the client via email to sign up with Invisor. ![]() Invisor CoPilot allows financial services firms and their advisors to outsource the investment management portion of their client relationships through a referral to the financial technology (fintech) start-up, or they can use the platform as a white-label solution. ![]()
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