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Invisor CoPilot

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invisor.ca

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Solution introduction

A fully managed, digital solution for advisors

Administrative support for advisors. Ongoing support for clients

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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