Invisor Financial Inc. – Investment Executive

Invisor CoPilot focuses on helping advisors manage client relationships

Alan — Tue, 16 May 2017 17:00:00 +0000

The robo-advisor firm’s new offering allows advisors to refer clients to the digital wealth-management service or use the product on a white-label basis

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Rodo-advisor begins selling life insurance

Alan — Thu, 11 May 2017 19:00:00 +0000

Invisor is introducing a new digital insurance platform for clients to buy term life insurance policies up to $500,000

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Invisor strikes partnerships with BlackRock and Vanguard

Alan — Fri, 24 Mar 2017 17:30:00 +0000

The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two ETF firms

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Robo-advisor introduces client tool to encourage financial planning

Alan — Tue, 22 Nov 2016 17:40:00 +0000

InvisorGPS allows investors to set short- and long-term goals; identify how long it will take to reach these goals; and track their progress, among other things

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Invisor jumps into robo-advisor space

noelja — Tue, 19 May 2015 20:45:00 +0000

Firm promises to help clients meet their financial goals by incorporating mutual funds and ETFs into its investment plans

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