Introducing the RIA Tech Suite

The RIA Tech Suite brings together complementary technology platforms to help automate critical back-office tasks for advisors.

Along with RIA in a Box®, RightCapital, and Wealthbox, Betterment for Advisors is excited to introduce the RIA Tech Suite: a set of services and tools that advisors can use to help automate and streamline back-office tasks. 

Why should firms utilize the RIA Tech Suite?

Together, these intuitive and complementary tech tools can streamline everyday practice management, giving you more time to acquire new business and to provide a better experience for your current clients.

Additionally, the RIA Tech Suite includes discounted pricing for firms that adopt two or more of the services — a discount that can save an average RIA firm up to $3,100 in their first year.¹

Here are the tools available on the RIA Tech Suite:

• Betterment for Advisors – A leading digital-first wealth management platform that leverages smart-tax technology.
• RIA in a Box® – Compliance, cybersecurity, and operational software for investment advisors.
• RightCapital – Wealth planning software that makes planning easier and more powerful for advisors and their clients.
• Wealthbox – A leading CRM software application that helps advisors manage their clients and collaborate with their team.

The RIA Tech Suite can foster growth for tech-centric firms that are focused on efficient client service and expanding their books of business. 

“Our goal at Betterment for Advisors is to empower advisors to grow their businesses and build deeper client relationships,” writes Jon Mauney, General Manager of Betterment for Advisors. “The four companies that are part of the RIA Tech Suite all share this objective with a common approach to their services: providing beautifully designed, easy-to-use, and powerful tools for advisors and their clients.”

The RIA Tech Suite is now available to all registered investment advisors. You can learn more and sign up for this offering by visiting https://riatechsuite.com.

Betterment for Advisors is a member of the coalition known as RIA Tech Suite alongside three other platforms: RIA in a Box, RightCapital, and Wealthbox. The four companies are offering advisors who become new clients of two or more members of RIA Tech Suite, discounts on services provided by such participating companies. Betterment and aforementioned firms are not under common ownership or otherwise related entities, and no compensation has been exchanged between the members of RIA Tech Suite for the purposes of entering into this coalition. Terms subject to change. This offering is for investment professionals only and is not intended for use by private investors. 

¹3100 USD is an estimate of the maximum amount saved on the annual cost for combined subscription fees across all four services. Calculation assumes the average of weighted monthly rates offered across all four services, inclusive of onboarding fees and then applies a 15% discount from each. Discount rate of 15% per company is activated upon engagement of a minimum of two companies. Actual dollar amount saved may vary.  

Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, unless stated otherwise.

Source link