CI Direct Investing
Curated by SignalRobo-advisory platform offering managed portfolios and personalized financial advice.
Overview
CI Direct Investing is a fintech company that offers robo-advisory services designed for wealth managers. The platform provides managed investment portfolios and personalized financial advice, catering to individuals who require access to professional investment management and planning services online. CI Direct Investing utilizes algorithms to develop and manage diversified portfolios that align with clients' risk tolerance and financial goals. The platform includes features such as market analysis, predictive forecasting, and performance tracking, which assist wealth managers in delivering tailored advice while aiming to keep fees low.
Key facts
- Founded
- 2012
- Headquarters
- Vancouver, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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