New digital solution allows financial advisors
to meet evolving client needs
TORONTO, Nov. 22, 2017 /CNW/ - Invesco Canada Ltd. is
excited to announce the launch of advisorDUO. This state-of-the-art
solution aims to enable financial advisors nationwide to take
advantage of the move to digital advice, allowing them to connect
directly with clients via an easy-to-use digital interface.
"At Invesco, we strongly believe that investors are best served
by partnering with financial advisors who can help them reach their
unique goals," said Peter Intraligi,
President of Invesco Canada. "The wealth management industry is
undergoing massive change due to new technologies and proposed
regulations, and one of our global priorities as an organization is
to help advisors navigate this rapidly changing environment. Be it
the acquisition of Jemstep in the U.S., a market-leading provider
of financial advisor-focused digital solutions, or our pioneering
work in bringing PowerShares® Funds and ETFs to
Canada, we'll continue challenging
convention to bring advisors the best solutions possible."
Available to dealers that have signed an agreement with Invesco,
advisorDUO is the first digital solution in Canada exclusively designed for advisors to
use with their clients for onboarding and recommending portfolios.
This comprehensive, white-labelled solution gives advisors the
ability to serve existing clients while prospecting and onboarding
new ones seamlessly. Uniquely configured for each dealership, the
platform is integrated within an advisor's existing system to
compile all necessary information to open investment accounts,
including a comprehensive goals-based questionnaire, personalized
analysis and segmented offerings. AdvisorDUO eliminates paperwork
from the onboarding process while allowing advisory firms to retain
control of assets, reduce administrative costs and support multiple
business models. Moreover, it allows advisors to enhance the way
they do business by freeing up administrative time to continue to
concentrate on client-focused, value-added services.
"Investors and their advisors are looking for solutions that
meet their evolving needs – enriching the client experience while
improving the advisor's practice efficiency," said Andrew Manning, Head of Marketing, Invesco
Canada. "Built and designed using Invesco's in-house digital
expertise, advisorDUO maintains the advisor-investor link, with the
intent of increasing the competitiveness of financial advisory
firms and allowing advisors to serve clients in the way they wish
to be serviced."
For more information, please visit invesco.ca. You can
also connect with Invesco on Twitter (@InvescoCanada), LinkedIn,
Facebook, or through the Invesco Canada blog.
About Invesco Ltd.
Invesco Ltd. is an independent
investment management firm dedicated to delivering an investment
experience that helps people get more out of life. NYSE: IVZ;
invesco.com.
Commissions, trailing commissions, management fees and expenses
may all be associated with mutual fund investments. Mutual funds
are not guaranteed, their values change frequently and past
performance may not be repeated. Please read the simplified
prospectus before investing. Copies are available from your advisor
or Invesco Canada Ltd.
Invesco is a registered business name of Invesco Canada Ltd.
Invesco® and all associated trademarks are trademarks
of Invesco Holding Company Limited, used under licence.
PowerShares® and all associated trademarks are
trademarks of Invesco PowerShares Capital Management LLC, used
under licence. Trimark® and all associated trademarks
are trademarks of Invesco Canada Ltd.
© Invesco Canada Ltd., 2017
SOURCE Invesco Canada Ltd.