Invisor launches Canada's first fully online, goal-based Investment Management Solution

by Invisor Last updated on April 02, 2015 Tags: Market & News Updates

The next phase of Invisor's successful Beta Client Program is now ready!

Invisor is extremely pleased to announce the launch of a proprietary, fully online, goal-based investment management solution. You can now experience an end-to-end process that includes completion of the Understanding You goal-based questionnaire, presentation of your Personalized Investment Plan, and participation in an innovative online Account Opening Experience that leverages technology to streamline the application process.

If you are already a participant in the Invisor Beta Client program, you will be given access to the secure online Dashboard. From here, you may view your portfolio holdings, tax statements, recent transactions, and Investment Management Agreements. From your Dashboard, you can also access the Account Opening Experience and open a new account.

Sign Me Up!

The Invisor Beta Client Program: Phase II!

The next phase of the Beta Client Program will give participants access to a private, password-protected link to the full online Invisor experience. For a limited time, Invisor will be offering the next phase of Beta Clients special introductory pricing.

Invisor offers Canadian investors personalized investment management solutions at a fraction of the cost of traditional advisor models, without requiring any minimum investment amounts. Get started now to tell us a little about yourself and your goals, and we’ll find an investment solution just right for you.

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