Financial Planning

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.

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This article originally published November 15th, 2018 on Financial Planning.

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