FinovateSpring 2008 / Invesra

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


Press: Jill Totenberg,, 212-994-7363
Sales: Bill Reich, SVP Sales,, 617-357-4600×207

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