What is PPI Valet?
- At its core, PPI Valet connects you to a robo-advisor service that you can offer your clients
- PPI Valet is an advisor platform that helps you provide your clients with easy to access, low cost, professionally managed investment portfolios
Why should I use PPI Valet in my business?
- Stay at the cutting edge of the investment industry with this new, online digital wealth management offering brought to you by PPI
- Access 12 different portfolios – including 4 hybrid ETF/active pools exclusive to Valet clients – that are professionally managed, with easy onboarding and automatic rebalancing
- Paper work and regulatory compliance are handled by CI Direct Investing, allowing you to focus on what matters most: your clients
- You and your clients can easily monitor investments either online or through the CI Direct Investing mobile app
- You set your own planning fee per client account up to 100 bps
- Get clients signed up in minutes on CI Direct Investing’s platform
- Access a robust dashboard of client information and activity
Read and share the article below that explains – from a client’s perspective – why a robo-advisor may be a good solution for them.