WealthBar and PPI have announced that they have teamed up to provide PPI advisors with access to a robo-advice platform that can “deliver a far-ranging suite of investment options” to their clients.
“By working together with a leader in the insurance marketing field, we’ll be able to help far more people, said Tea Nicola, CEO and Co-Founder of WealthBar in an announcement August 1. “Through a new advisor platform called PPI Valet, powered by WealthBar, independent advisors can bring an added value service option to their clients.”
More choice and convenience
“We’re excited that the advisors who work with us will add more choice and convenience for their clients through WealthBar’s innovative robo-advisor,” said Jim Virtue, President and CEO of PPI Solutions. “Advisors will introduce their clients to an easy-to-use investment option with access to low cost and professionally managed portfolios. For advisors, it's more convenient. WealthBar takes care of monitoring and rebalancing accounts, as well as regulatory compliance.”
PPI Valet will launch this fall across Canada. The advisor platform will provide marketing support and online tools.
“By providing advisors with special access and enhanced support through PPI Valet, we are rounding out our current investment sales options for advisors,” Virtue said. “Advisors will be able to offer an all-in-one experience in their practice.”