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Tearsheet

Betterment adds personalization to appeal to wealthier clients

By Suman Bhattacharyya

Betterment is giving its wealthier customers more control of asset class weights to attract and retain more well-heeled clients.

Asset class weights refer to the different ways securities can be allocated within a customer’s portfolio. On Wednesday, it launched the Betterment Flexible Portfolio, which lets customers choose how asset weights are allocated, a function that’s normally pre-set for clients who have invested less than $100,000.

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This article originally published March 28th, 2018 on Tearsheet.