Betterment For Advisors Adds CRM Integrations
By Sam Steinberger
More than 450 firms using Betterment for Advisors will now be able to choose from two newly integrated client relationship management platforms, Betterment’s first CRM integrations to date, according to a company announcement. Both integrations with the automated investing platform were driven by advisor demand. While Betterment now has more than $16 billion in total assets under management, the firm does not break out its AUM numbers between its consumer business and Betterment for Advisors assets.