Insurance advisory firm PPI has partnered with robo-advisor WealthBar to launch a platform that gives PPI advisors access to a suite of investment options.

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“Through a new advisor platform called PPI Valet, powered by WealthBar, independent advisors can bring an added-value service option to their clients,” says Tea Nicola, CEO and co-founder of WealthBar, in a release.

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Jim Virtue, president and CEO of PPI Solutions, says in a release, “By providing advisors with special access and enhanced support through PPI Valet, we are rounding out our current investment sales options for advisors, [who] will be able to offer an all-in-one experience in their practice.”

The launch will occur sometime this fall.

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