Betterment for Advisors

Product Type:

Portfolio Management Tool

Betterment for Advisors is a leading digital-first wealth management platform. By combining our robo-advisor technology with an advisor’s personal touch, we are reimagining what’s possible in wealth management. Our automated, tax-efficient portfolio management, paperless back office, and intuitive user experience empower advisors to grow their businesses and build deeper client relationships.

INTEGRATION:

Right Capital, Orion, Black Diamond, MyComplianceOffice

PRICING:

There are no minimums, no upfront costs, and never any transaction costs for you or your clients. The asset management fees and expenses are divided into three components:

1) The Betterment for Advisors platform fee of 25 bps.

2) Your advisor fee is then set on top of the platform fee (up to 125 bps total).

3) The expenses for the underlying ETFs, which are paid out of dividends. Betterment for Advisors also provides the flexibility for you to customize your fee for individual clients.

FREE TRIAL AVAILABLE?:

No

CREATED BY:

Betterment

COMPANY ABOUT US:

Our mission is to reimagine what advisors and technology can do together.

CONTACT:

 

E-mail: bettermentforadvisors@betterment.com

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