Partner with evisor
BENEFITS FOR YOU
Better serve existing clients and expand customer reach with technology driven tools designed to support customer engagement.
Deliver customized portfolios through the evisor platform.
Incorporate your branding. Clients would engage directly at:
Participate in asset-based fees, paid by the client.
BENEFITS FOR YOUR CLIENTS
Accessible and affordable professional advice.
Comprehensive financial plan is delivered after answering a few simple questions.
Financial plan includes a lifetime financial analysis, actionable recommendations and a diversified portfolio strategy.
Review and update their financial plan at any point.