Integrations /Custodians & Portfolio Management
Modern CRM integrated with automated investing solutions for you and your clients.
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.
“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.”
CFP, Co-Founder of RhineVest
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