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.

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This article originally published March 14th, 2019 on WealthManagement.com.

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