PPI Valet is digital wealth management platform designed to help you, a PPI representative, introduce your clients to CI Direct Investing (CIDI). CIDI will help you by outsourcing components of your investment practice that are costly and time-consuming such as compliance and portfolio maintenance. This frees up time for you and allows you to focus on the financial planning needs of their your clients. PPI Valet's intuitive dashboard will provide you important information about your clients using CIDI such as accounts, balances, and returns. Clients that you introduce to CIDI will be charged a portfolio management fee payable to PPI Valet and a financial planning fee payable to you. You can choose your own fees for different clients and PPI Valet will help deduct your fees from your client's accounts to your bank account every month. The focus will always be on the financial planning relationship between you and your client, we just take care of the dirty work.
To find out more on how PPI Valet can assist you, please see the following case studies: