Idle cash becomes opportunity
Visor flags clients with idle balances and shows where there's an opportunity to act.
VISOR FOR PROFESSIONALS
Manage more clients. Make better decisions for each one.
Visor connects your clients' accounts through Open Finance and shows you
where the risks and priorities are, and what deserves your attention.
HOW IT WORKS
Simple for you. Transparent for your client.
Hi, Gabriel.
Here's your invite to connect your account to Visor. Just click the link and authorize:
visor.com.br/convite/8fK29xLm934fge35nv…
Sure, I'll authorize it!
You invite the client
Send the invite by link or email. The client joins your portfolio as soon as they accept, with nothing for you to set up.
1
Access authorized!
Escritório Packer is now authorized to access your data in Visor. Revoke anytime.
Shared data
View and manage transactions
The client authorizes access
The client connects their accounts through Open Finance, sees exactly what they share and can revoke access anytime.
2
Visor insights
Over budget 3 months in a row
Gabriel is still above plan. A good time to review the plan with him.
Open client
R$ 412k sitting in cash
Gabriel is still above plan. A good time to review the plan with him.
Open client
You make decisions with Visor
Net worth, budget, goals and recurring expenses in real time. Visor organizes everything and helps you guide each client with confidence.
3
Your clients' data is not for sale
Every client in Visor was invited by you and authorized access to their own data. The information stays under the client's control, is handled in accordance with the LGPD, and access can be revoked at any time. Your firm works inside the client's account: it never receives a copy of the data, and every access is logged.
Revocable access
Explicit consent
LGPD compliance
Data encryption
No data sales
Privacy by design
Open Finance infrastructure
COST
Your firm is free.
You only pay for sponsored clients.
Create your firm, build your team and invite your clients at no cost.
Billing is per active client, month to month, and you can cancel anytime.
Firm
R$
0
Register your firm and invite your team. No cost.
Unlimited team
Admin and member roles
Client invites by email
Visor subscriber
R$
0
If the client already subscribes to Visor, they grant your firm access at no extra cost.
Consent from the client
Insights on every client
No additional charge
Per sponsored client
R$
59
,70
/ month
While you sponsor the client, they use the full plan for free.
Full access: view and organize
Insights on every client
Cancel any client anytime
VISOR FOR PROFESSIONALS
Bring Visor to your firm and get clarity managing your clients' finances
A complete view of your portfolio, with key insights on each client ready to guide your next decisions. Join the waitlist and we'll let you know as soon as your access is ready.
01.
How does my client authorize access?
You send an invite by link or email. The client connects their accounts through Open Finance, sees exactly what they're sharing and accepts. Until they accept, your firm sees nothing.
02.
Does the firm receive a copy of the data?
No. Your firm works inside the client's account, in Visor itself. The data stays on Visor's servers, and every access is logged and visible to the client.
03.
Can the client revoke access?
Yes, at any time, without needing to contact us. Revocation is instant: your firm loses access immediately.
04.
Is it safe to connect clients' accounts?
Yes. Connections use Open Finance, regulated by the Central Bank of Brazil, and are operated by Pluggy. The client authorizes directly in their bank app, and no one sees their password. Access is read-only: no money can be moved. Data is encrypted with AES-256 on servers in Brazil.
05.
Who can use Visor at a firm?
Financial planners, advisors and firms that track their clients' finances. Visor organizes the data and shows what needs attention; any recommendation remains the firm's.
06.
How does billing work?
Creating your firm and inviting your team is free. You only pay for the clients you sponsor, month to month. If the client already subscribes to Visor, there's no extra charge. And you can cancel any client anytime.
WAITLIST
Want Visor at your firm before everyone else?
Tell us a bit about your portfolio and we'll let you know as soon as your access is ready. It takes less than a minute.