Betterment for Advisors Integrates With Redtail, Wealthbox: Portfolio Products

By Emily Zulz

Betterment for Advisors launched two new integrations with the popular CRM platforms Wealthbox and Redtail Technology.

“These integrations are part of Betterment for Advisors’ recent efforts to help advisors grow their businesses,” Alex Benke, head of product for Betterment for Advisors, said in a statement.

Betterment aims to improve advisors’ workflows through integrations with tools that they use every day, like CRM software. This is Betterment for Advisors’ first CRM integration.

Read the Original Article

This article originally published March 18th, 2019 on ThinkAdvisor.

Ready to deliver a whole new kind of experience?

Request a Demo