Concept
Parters in Advice is a comprehensive platform for financial advisors and investors. The platform matches advisors and investors by personality traits, investment style, and communication preferences.
![](https://cdn.myportfolio.com/f4751419047a28415b30f8dc58b32a1c/44740c03-5e63-4304-9412-8b3c5ac99e81_rw_1920.png?h=78c5ac2452134597b267aed19334cd58)
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The platform also provides training material and investment resources. Investors can set financial goals and track progress, as well as contact advisors and schedule appointments.
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