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
Invisor is introducing a new digital insurance platform for clients to buy term life insurance policies up to $500,000
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
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
Firm promises to help clients meet their financial goals by incorporating mutual funds and ETFs into its investment plans