Statements (23)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:financial_technology_platform
|
| gptkbp:firstReleased |
2014
|
| gptkbp:industry |
financial services
wealth management |
| gptkbp:integration |
CRM systems
third-party financial planning software |
| gptkbp:location |
gptkb:United_States
|
| gptkbp:parentCompany |
gptkb:Betterment
|
| gptkbp:platform |
cloud-based
|
| gptkbp:productType |
robo-advisor platform
|
| gptkbp:regulates |
SEC-registered investment advisor
|
| gptkbp:service |
custody services
compliance support billing solutions automated portfolio management client onboarding tools tax-efficient investing |
| gptkbp:targetAudience |
financial advisors
registered investment advisors |
| gptkbp:website |
https://www.betterment.com/for-advisors/
|
| gptkbp:bfsParent |
gptkb:Betterment
|
| gptkbp:bfsLayer |
6
|
| https://www.w3.org/2000/01/rdf-schema#label |
Betterment for Advisors
|