#Invisor solutions consultant pdf
#Invisor solutions consultant software

In 2018, Invisor became an affiliate of Industrial Alliance Insurance & Financial Services Inc. After leaving their corporate jobs, the founders spent a year of building the core technology and having discussions with regulators before launching.В Invisor launched their online investment capabilities officially opened in May 2015. Specifically, this was the tendency for financial advisors and wealth managers to recommend products that were more financially beneficial to the adviser or firm than the client. After keeping in touch, the two realized they shared the same frustrations over what was motivating financial advice. The two met in 2005 at the QueenвЂ™s University accelerated MBA. Invisor was founded in 2014 by Pramod Udiaver and Dan Poole. Education: BComm, University of Manitoba (1992) MBA, QueenвЂ™s University (2005). (2007-2010) Vice President, Strategic Planning Implementation, Desjardins Financial Security (2000-2007) Regional Employee Benefit Manager, Great-West Life (1997-1999). Previously: Vice President, Senior Reinsurance Operations, Munich Re (2011-2014) President, Kime Solutions Inc. Education: MBA, QueenвЂ™s University (2006) BComm, Accounting, Bangalore University (1991)Дan Poole : Co-Founder and Senior Vice President (2014-Present). Previously: Vice President & Director, Investment Management, TD Asset Manager (2006-2014) Vice President, Risk Management, TD Asset Management (2003-2006) Assistant Manager, Risk Management, ANZ Grindlays Bank (1998-2000) Senior Auditor, KPMG (1996-1998). Pramod Udiaver : Co-Founder and President (2014-Present). Invisor differentiates itself from other вЂњrobo-advisorsвЂќ by offering life and health insurance in addition to its portfolios. The company augments its online services with over the phone financial advice from professionals. Through their goal-based approach, Invisor tailors each clientвЂ™s asset mix and financial planning to their specific needs and risk profile. Invisor is a Canadian-based online platform that focuses on simplifying investing and offering affordable investment management services.

#Invisor solutions consultant pdf

#Invisor solutions consultant software

InvisorвЂ™s unique empowered Financial Platform combines professional finance staff, established processes and controls and integrated software applications, to help growing companies to address complex finance requirements, scale finance operations more efficiently, and reduce G&A expenses to allow for greater investment in driving and supporting top line growth. Global Presence вЂ“ USA | CANADA | SAUDI ARABIA | INDIA are anchored by these key distinctive qualities: Best-in-class processes implementation Enhanced controllership Focus on clientД¬ommunication and responsiveness Honest, practical and technically feasible advises Measure, benchmark, design High quality documentation вЂ“ the first time Robust governance & compliance Attention to detail, from feasibility investigation and concept design to the detailed design phase in Book keeping as well as in Management Affairs. Our clientele comprises of High Net-worth Individuals, Partnership Firms, Private & Public Sector Corporate, Co-operative Societies, Government and Semi Government Organizations. Invisor domain the prime position in Finance and Management in industry for past 7 years. We help clients overcome challenge, achieve excellence, and maintain success for the client. Invisor Group are at service in diverse industries improve performance, comply with complex regulations, reduce costs, recover from distress, leverage technology, and stimulate growth. Our portfolio of services encompasses Consulting, Outsourcing, Training & Finance Staff Augmentation Solutions. Invisor was conceived in early 2013 with the goal to provide small and mid-market companies with a superior alternative in building and maintaining an in-house finance function. is a Professional Consultant by inception with proven expertise in Finance and Management Consultancy.