Betterment for Advisors is a new solution for advisors and clients alike. Betterment for Advisors is designed to streamline the investment process and accelerate an advisor’s ability to serve its clientele. Betterment for Advisors is a leading digital, wealth management platform for advisors.
Betterment for Advisors gives advisors the tools they need to change the experience for all parties in wealth advisory, and helps take care of front- and back-office operations. Advisor practices will become more productive, more efficient, and provide a next-generation interface for clients. With Betterment for Advisors, advisors can bring cutting edge digital technology to their clients, automate their workflows, and spend time in front of customers, building new business and strengthening existing relationships.