Blog/ Partner Updates

Wealthbox CRM Powers the New RIA Tech Suite

Betterment’s product bundle initiative offers leading wealth-tech apps for advisors to improve productivity and save money.

June 22, 2021

Team Wealthbox is happy to join Betterment and their Betterment for Advisors business unit as the core CRM technology in the new RIA Tech Suite, a joint partnership that also includes RightCapital and RIA in a Box. Read the announcement.

Combining these popular and modern products is perfect for advisors looking to optimize their tech stack and save money at the same time. The powerful platforms are integrated, easy to use, and designed to scale alongside advisors’ growing practices.

RIA Tech SuiteThe RIA Tech Suite, launched today, brings together complementary technology platforms to help automate critical back-office tasks for advisors.

The RIA Tech Suite allows advisors to select two or more of the integrated platforms to receive a package discount during their first year and is a great solution for advisors breaking away, starting up a practice, or simply looking for a seamless set of easy-to-use technologies. The offering has an average cost savings of $3,100 per year per advisor across all four products.

Jon Mauney, General Manager of Betterment for Advisors

“Our goal at Betterment for Advisors is to empower advisors to grow their businesses and build deeper client relationships,” said Jon Mauney, General Manager of Betterment for Advisors. “The four companies that are part of the RIA Tech Suite all share this objective with a common approach to their services: providing beautifully designed, easy-to-use, and powerful tools for advisors and their clients.”

Jeff Mello, President of Wealthbox

“Wealthbox is honored to be the CRM technology of choice for the RIA Tech Suite, and we’re excited to collaborate with the platform partners,” said Jeff Mello, President of Wealthbox. “This is a big win for advisors.”

Stay tuned for an upcoming webinar presented by the four providers of the RIA Tech Suite offering. Read Betterment’s press release and learn more about the RIA Tech Suite.

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