The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients
The mutual fund dealer will give more than 150 advisors access to the online digital wealth-management platform
The digital wealth management firm has partnered with EQ Bank
PI is the second firm this week to give its advisors access to the online digital wealth-management platform
The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017
A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor
Robo-advisor makes investing accessible with lower $1,000 minimum
Power Financial has invested $165 million in capital in the robo-advisor since 2015
More than 75% of users surveyed say the service is “better” or “much better” than a traditional investment experience
RBC InvestEase can support non-registered investment accounts, RRSPs and TFSAs