Built on the CI Direct Investing platform, Assante Connect is an online investing service
that pairs seasoned portfolio managers with digital wealth solutions. When you move a
client to the platform, all of their investments will be managed and administered by
Assante Connect for a convenient online experience, leaving you to focus on the
relationship building and wealth planning side of your business.
Built on the CI Direct Investing platform, Assante Connect is an online investing service
that pairs seasoned portfolio managers with digital wealth solutions. When you move a
client to the platform, all of their investments will be managed and administered by
Assante Connect for a convenient online experience, leaving you to focus on the
Built on the CI Direct Investing platform, Assante Connect is an online investing service
that pairs seasoned portfolio managers with digital wealth solutions. When you move a
client to the platform, all of their investments will be managed and administered by
Assante Connect for a convenient online experience, leaving you to focus on the
relationship building and wealth planning side of your business.
Built on the CI Direct Investing platform, Assante Connect is an online investing service
that pairs seasoned portfolio managers with digital wealth solutions. When you move a
client to the platform, all of their investments will be managed and administered by
Assante Connect for a convenient online experience, leaving you to focus on the
relationship building and wealth planning side of your business.
relationship building and wealth planning side of your business.
Built on the CI Direct Investing platform, Assante Connect is an online investing service that pairs seasoned portfolio managers with digital wealth solutions. When you move a client to the platform, all of their investments will be managed and administered by Assante Connect for a convenient online experience, leaving you to focus on the relationship building and wealth planning side of your business.
If you are interested in hearing more, our team would love to hear from you.
You can connect with a representative of Assante Connect directly via:
Phone: 1.888.922.7366
Email: [email protected]