Help Your Clients See All of Their Wealth in One Place

Now when your clients sync their outside accounts with Betterment for Advisors, you can see details about all of their investments, including fund allocations, holdings, fees, and cash.

Your clients can now see all of their wealth in one place.

Securely syncing outside investment and debt accounts, such as 401(k)s, IRAs, taxable accounts, mortgages, and loans held at other institutions, helps give you added insight into your client’s total wealth.

Now, right from the Betterment for Advisors website, your clients will be able to see their portfolio allocations, holdings, and shares from various providers, as well as assets and debt.

Betterment for Advisors’s aggregation technology summarizes fund fees and cash holdings so you can better manage your clients’ investment strategy. Outside accounts can also be factored into a tax-coordinated retirement goal, so their retirement plan is always on track.

As a co-fiduciary, we will only use data to help you give better financial advice and more clarity into your clients’ investments.

Your clients’ privacy comes first. We strive to exceed the strictest standards for protecting account and financial data. Syncing a financial account creates a secure, read-only connection with other financial institutions, and we never store their log-in information, nor share, sell or trade their synced data.

What do we show you and your clients?

  1. Securities holdings, shares, and current value within each outside portfolio.
  2. Look-through allocation summary of each portfolio, using Xignite’s Morningstar data.
  3. Fees for mutual funds and ETFs.
  4. Cash holdings including currencies and money market funds.
  5. Liabilities, including mortgages, credit card debt, and loans.
  6. Other assets such as real estate can be manually added for a more complete view of total net worth.

Betterment for Advisors supports over 13,000 institutions and most accounts sync in under one minute. Synced account data is updated automatically every day.

Each of your clients’ accounts is visible on the Summary tab right in their Betterment for Advisors account, and portfolio details are available on the Portfolio tab.

On the Portfolio tab, you and your clients can see what securities are held and how each of those accounts is allocated across various asset classes.

Get started now by encouraging your clients to sync their accounts securely. Clients can add or manage synced accounts from the Summary tab in the External Accounts section by clicking Sync New or Manage.