Finovate Demo Video Archives

Presenter Profile:

What they think makes them better: Invesra is a personalized, web-based retirement planning and investment management software program and service for Banks, Credit Unions, Affinity Groups, and Plan Sponsors. This easy-to-use program is based on a powerful and sophisticated software engine, and includes the following features:

• Complete lifecycle retirement planning and investment management
• Innovative, secure, customizable, web-delivered technology
• Independent perspective without affiliation with specific funds
• Fast time to market, no software or development investment
• Turnkey program, including investment management, compliance, and marketing support
• Registered investment advisor with fiduciary responsibility

Contacts:

Press: Jill Totenberg, jtotenberg@totenberggroup.com, 212-994-7363
Sales: Bill Reich, SVP Sales, breich@ltsave.com, 617-357-4600×207