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WealthyPlanet teams up with Smart Money Invest

Monday 8 June 2020 09:02 CET | News

Canada-based fintech WealthyPlanet has partnered with Smart Money Invest to provide low-cost ETFs and online investment advice to WealthyPlanet clients.

ETFs are investment vehicles for investors to create a diversified and high-performing portfolio with lower-cost management fees.

This partnership is a component of the company's plan to build a one-stop-shop for everyday Canadians offering tools to actively manage their holistic financial plan, with the benefits of live advice and low-fee product options, according to Yahoo News. The partnership will include revenue sharing, two-way client referrals, and a seamless API to support the user experience.

WealthyPlanet previously partnered with a national organisation of 30.000 new parents for its customer Beta Program. This partnership will be finalised until the end of June 2020 so investment products may be included.


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Keywords: WealthyPlanet, partnership, Smart Money Invest, ETF, Canada, fintech, API, Beta Program
Categories: Banking & Fintech
Companies:
Countries: Canada
This article is part of category

Banking & Fintech






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