Betterment for Advisors

GPTKB entity

Statements (23)
Predicate Object
gptkbp:instanceOf financial technology platform
gptkbp:firstReleased 2014
https://www.w3.org/2000/01/rdf-schema#label Betterment for Advisors
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