Here is a press release template to help PPI representative firms announce a partnership with CI Direct Investing.
[COMPANY NAME] leverages robo-advisor CI Direct Investing to deliver online convenience, premium investment options
[COMPANY NAME]’s investment advisory can now deliver more investment options to their clients thanks to a partnership with robo-advisor CI Direct Investing.
“This new and easy-to-use online investment platform will help us to serve clients and grow our business, faster and with less paperwork,” said [COMPANY SOURCE, COMPANY NAME]. “Now our clients can take advantage of lower-cost wealth management, helping give them a higher return over time. At the same time, it’s an easier way for us to maintain our advisor-client relationship.”
“We saw this partnership as a great fit, helping [COMPANY NAME] serve their clients better,” said CI Direct Investing CEO. “We’re handling the technology platform and will continue to add features to make online investing even more convenient for their clients.”
[COMPANY NAME] clients will benefit from low-cost, professionally managed portfolios. CI Direct Investing will also handle regulatory compliance, monitoring and rebalancing of accounts. In the end, it’s a win-win for Canadians seeking access to premium investment portfolios that come at a lower cost.
About [INSERT ADVISORY NAME HERE]
[INSERT ADVISORY BACKGROUND HERE.]
About CI Direct Investing
CI Direct Investing is Canada's first full-service online robo-advisor. They help Canadians build their brightest future possible through easy, low cost investing. CI Direct Investing brings private wealth management expertise to investors, whether they have $5,000 or $5 million. Clients get diversified portfolios, financial planning tools, an easy-to-use online investor dashboard and much more.
Media Contacts
[NAME]
[TITLE, ADVISORY COMPANY]
[PHONE]
[EMAIL]
[WEBSITE]