Betterment for Advisors is a future forward RIA custodian for planning-focused advisors and their growing firms. By combining our technology with an advisor’s personal touch, we are reimagining what’s possible in wealth management. Our automated, tax-efficient portfolio management, paperless back office, and intuitive user experience enables advisors to efficiently scale their businesses and focus their time on building deeper customer relationships. Hundreds of firms trust Betterment for Advisors to custody and manage client assets. For more information visit www.betterment.com/advisors.
Docupace has integrated with Betterment to provide advisors and their firm with daily transaction details on:
Integration Benefits for Docupace Compensation Management:
Our easily customized and rules-based compensation product takes away compensation frustration and allows your firm to grow by:
Integration Benefits for Docupace Surveillance and Compliance:
Our rules-based, alert-driven auditing and compliance solution gives your risk & compliance management team confidence by:
Get the latest updates from Docupace.