Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Betterment
Modern CRM integrated with automated investing solutions for you and your clients.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with automated investing solutions for you and your clients.
Overview
Betterment helps streamline an advisory practice to offer a better client experience. The integration with Wealthbox allows advisors to view Betterment client account balances and details directly from Wealthbox.
Enabling the Betterment for Advisors integration will display a new “Betterment” tab on the Contact Record page in Wealthbox.
You can drill into the details from the account summaries on the Contact Record by clicking on the account name.
From there, you have quick and easy access to view Positions.
…and transactions.
“We’re always looking for ways to automate back-office activities for our firm so we can spend more time with clients. The Betterment for Advisors integration helps us be more efficient by providing account information inside Wealthbox.”
Devon Klumb
CFP, Co-Founder of RhineVest
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