PPI advisors to partner with WealthBar

By Staff | August 2, 2017 | Last updated on August 2, 2017
1 min read

Insurance advisory firm PPI has partnered with robo-advisor WealthBar to launch a platform that gives PPI advisors access to a suite of investment options.

Read: How to survive as the industry transforms

“Through a new advisor platform called PPI Valet, powered by WealthBar, independent advisors can bring an added-value service option to their clients,” says Tea Nicola, CEO and co-founder of WealthBar, in a release.

Read: Investing in fintech? Firms cite regulatory as a barrier to evolving

Jim Virtue, president and CEO of PPI Solutions, says in a release, “By providing advisors with special access and enhanced support through PPI Valet, we are rounding out our current investment sales options for advisors, [who] will be able to offer an all-in-one experience in their practice.”

The launch will occur sometime this fall.

Also read:

Wealthsimple expands to U.K.

More than 400 advisors team up with new robo-advisor

Even this OSC director uses a robo-advisor

Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.