New Products

Wealth Management Network Introduces "Pitch Room"

Eliane Chavagnon 9 February 2017

Wealth Management Network Introduces

Pitch Room, as its name suggests, is aimed at advisors fishing for new clients as well as investors seeking wealth management services.

Planet of finance, an online community of wealth professionals, has rolled out Pitch Room, a global service that pairs private investors with wealth managers and financial advisors.

The idea behind Pitch Room is to make it easier for private investors to access wealth management services by allowing individuals to compare costs and services without the need for intermediaries.

It also enables wealth managers and financial advisors to connect with more potential clients, while reducing costs associated with client acquisition, the firm said.

Planet of finance, which was founded in 2009, also helps industry professionals connect with their peers to find business partners or identify other growth opportunities.

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