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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