Registered Investment Advisor Services

INVIZEN supports Registered Investment Advisors (RIAs) due diligence compliance requirements and business goals with our suite of capital finance market services that are designed to provide the following benefit opportunities for RIAs, broker-dealers and asset managers (buy-side and sell-side services support):

INVIZEN provides a comprehensive suite of services that includes the only end-to-end solution for commercial real estate and alternative investment transaction due diligence and underwriting review services that are part of a proactive, real-time program that is designed to eliminate future exposure to investment fraud claims loss risk by seeking to eliminate the source of those claims – prevention of future commercial real estate property business investment non-performance.  This revolutionary technology and approach provides the basis for helping to change the way the CRE finance vertical operates within the confines of Direct Participation Program private placement offerings of securities in commercial real estate income-producing properties.

INVIZEN supports the project and the participants the entire way with our exclusive suite of business planning services specifically designed to proactively manage execution risk because the budgets, goals and owner requirements are automatically updated and transmitted down to the line employee level through every level of management that includes tasking, productivity measurement and automated reporting.  What does your due diligence program have?

INVIZEN offers the affordable approach to a return to profitability and ethical business practices the investing-public has come to believe is long overdue.  Please feel free to contact us today at 832.663.9634 to learn what INVIZEN can do for your company’s bottom line.