Wealth management platforms evolve, attract millions in funding
By Sean Allocca
Betterment, the independent hybrid robo advisor managing roughly $15 billion in client assets, continues its platform upgrades. It announced a new advisor dashboard for its Betterment for Advisor network, which pairs retail clients with RIAs.
The upgrade offers a deeper look into clients’ investments and activities, a detailed view of net deposits and pending actions like incomplete rollovers, and improves user experience and functionality, according to the firm.