Betterment for Advisors

🌴 Heading to Future Proof? Our team will be there soaking up the sunshine. Find us on the boardwalk at cabana #204 to hear how our platform is making waves. Then on September 16 from 4-6pm ET and September 17 from 3-5pm ET, we’re hosting happy hours. Come have some drinks and hang with the team. We hope to see you there ✌️ https://lnkd.in/gPT5UaGg

🤝 ️Join us for an upcoming webinar with Panoramix Financial as part of our Optimizing Your Tech Stack series. Tune in to discover how Panoramix's customizable billing, detailed portfolio performance reporting, paired with Betterment’s automated portfolio management tools can help enhance your firm’s efficiency. 
🔗 Register today: https://lnkd.in/giR2QHEu

👋🏽 Meet Alex, Advisor Servicing Associate. After transitioning careers from teaching middle school, he is now a go-to problem solver for Betterment for Advisor clients. His favorite Betterment feature for Advisors? Co-pilot. Advisors can view and send reminders for account approvals and pending invites, as well as streamline onboarding on behalf of clients. Fun fact: His dream retirement would be living in a cozy garden cottage on a Greek island. Sounds pretty good, if you ask us. Alex is a proud part of our team of dedicated relationship managers, who partner with advisors to help you scale your practice without needing to hire internally.

️Join us for an upcoming webinar with eMoney Advisor as part of our Optimizing Your Tech Stack series. 

 On July 25 at 1pm ET, we’re covering how our new direct data feed integration can help you: 
 ✅ Seamlessly sync all client account information, holdings, transactions, and tax lot information. ✅ Streamline investment management and financial planning.  ✅ Deliver comprehensive, personalized plans for your clients. 
🔗 Register today: https://lnkd.in/giR2QHEu

Meet Chloe, Sr. Advisor Servicing Associate. A day in her life here at Betterment for Advisors includes everything from supporting advisors in creating custom portfolios, looking into incoming transfers, and advocating for the top requests of advisors. Her favorite thing about her team? The supportive and collaborative environment. She’s had many proud moments while assisting advisors with Betterment’s technology, and loves to see the “aha” moment when they realize how user-friendly the platform is. Fun fact: If Chloe had a superpower, it would be speaking any language. She’d love to travel the world, and that would definitely come in handy. 🔗 Learn more about the Betterment for Advisors platform, including personalized support from relationship managers like Chloe. https://lnkd.in/gnrNR2dt

Betterment for Advisors continues to partner with XYPN to provide better service for fee-only financial planning RIAs. Our goal is to simplify portfolio management and operations for advisors, allowing them to focus on building their practice their way. Learn more about why XYPN firms are choosing Betterment for Advisors: https://lnkd.in/gsJT-KQS

🤝 ️Join us for an upcoming webinar with Kwanti as part of our optimizing your tech stack series. On July 16 at 1pm ET, we’re covering how our new integration can help you: 
 ✅ Enhance your client acquisition strategy with advanced prospecting/benchmarking tools. ✅ Drill down portfolio metrics, from basic return charts to more refined portfolio and asset level statistics.  ✅ Communicate your value as an advisor through in-depth risk analysis reporting. 
🔗 Register today: https://lnkd.in/giR2QHEu

The modern advisor is leveraging more tools than ever before, increasing the risk of tech stack fragmentation. Join us for our upcoming webinar series to learn about our high-impact new integrations, which can help advisors run a more efficient practice. See the lineup below: 📈 Client-centric planning with Betterment for Advisors + eMoney Advisor 🤝 Converting more prospects into clients with Betterment for Advisors + Kwanti ⚡️ Upgrading your firm’s back office operations with Betterment for Advisors + Panoramix Financial We hope to see you there.  Register for the webinar series today: https://lnkd.in/giR2QHEu

At Betterment for Advisors, we’re dedicated to helping advisors optimize their operations to scale their businesses. Discover how our newest integration partners can help streamline your firm’s processes. Check out our latest software integrations: https://lnkd.in/gACTevE7

Introducing a new command center for custom portfolios. Create, assign, and edit portfolios for individual clients or entire segments of your book with more ease. Read more : https://lnkd.in/geiUcYrU