2 August 2017 11:30
WealthBar and PPI will soon provide to the advisors of PPI, a new platform that will enable them to offer a wide range of investment options to their clients, by means of a robot-adviser.
«Our mission is to make investing easier for all Canadians,» says Tea Nicola, CEO and co-founder of WealthBar. Working with a leader in the field of marketing insurance, we can help many more people. Thanks to the new platform PPI Valet powered by WealthBar, the independent advisors will be able to make a option of high added value service to their customers. «
PPI Valet will also provide advisors with a new way to develop their practice in line, in addition to proposing a new alternative to investors looking for less-expensive options.
«We are delighted that the councillors who are working with us to offer more choice and convenience to their customers through the robot-adviser in an innovative, WealthBar, said Jim Virtue, president and ceo of PPI Solutions. The advisors will present to their clients an investment option that is easy to use with access to portfolios that are low-cost and managed in a professional manner. For advisors, this will also be more convenient. WealthBar will take care of the monitoring and rebalancing of accounts, as well as regulatory compliance. «
The launch of PPI Valet is planned for the autumn of 2017.