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FinancialAdvisorIQ

Betterment Wants to Be Center of Customers’ Financial Lives

By Alex Padalka

Betterment, the pioneering robo advisor, claims its new data aggregation feature takes it one step closer to becoming the most important financial relationship in their clients’ lives.

The new tool will let clients sync their Betterment account to outside accounts, including 401(k)s, IRAs, taxable accounts, mortgages and loans at 13,000 different institutions, the company says in a press release.

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This article originally published March 11th, 2016 on FinancialAdvisorIQ

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