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Advisor Technology

Recent Articles

Advisor Insights

We recently sat down with the VP & Partner at Lewer Financial Advisors to understand more about his firm, his 401(k) practice, and how he came to work with Betterment.

Key Questions about Getting Started as an Advisor

What are the requirements for partnering with Betterment for Advisors? In order to partner with Betterment for Advisors, you must be affiliated with a registered…

FAQ: Advisor Dashboard & Reporting

Frequently asked questions about the Advisor Dashboard and Reporting

4 Signs That It’s Time to Adopt Investment Management Technology

Financial services technologies are “hot”: Adoption of digital tools that simplify, support, and/or streamline money management has doubled…

6 Questions to Consider As You Evaluate Advisor Technology Platforms

Considering adopting new technology designed to improve efficiency and enhance the client experience? Choosing the right one for your advisory…