12/16/2023 0 Comments Home invisorInvisor offers Canadians smart, goal-based investment management services at a fraction of the cost that investors typically incur. There are no minimum investment amounts or minimum fees to get started and our services are easy to access online. ![]() This segment of investors does not typically get access to professional investment management services that are usually directed towards high net-worth clients ($1-million+ of investable assets). The mass-market segment also ends up paying a high cost for mutual funds. Conflicts of interest often arise since most financial institutions primarily sell proprietary mutual funds while ignoring better value investments offered by others. Investors in the mass-market segment (less than $1 million of investable assets) are typically served by their local bank branches or other financial institutions that sell mutual funds. What is the business problem that your product/service solves? Invisor will soon be adding goal-tracking tools and insurance solutions to complement investment portfolios. Our services are delivered online, using our proprietary technology, which keeps costs low and passes on the savings to our clients. Unlike banks and other financial institutions, our services are accessible to all, with no minimum investment amounts or fees charged to get started. Our fully online, paperless on-boarding experience makes it very easy for clients to sign up. ![]() Our company, Invisor, simplifies investing and helps Canadians reach their financial dreams sooner.
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