How PPI Valet Can Help Your Business

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

Visit the PPI Valet website to learn more or contact your local PPI office.

Read and share the article below that explains – from a client’s perspective – why a robo-advisor may be a good solution for them.

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Should You Consider Using a Robo-Advisor?