Designing Scalable RIA Infrastructure with Betterment + Wealthbox

Technology alignment is critical when launching or scaling an independent firm. Join Betterment and Wealthbox for a practical discussion on building a breakaway-ready infrastructure that supports efficiency, flexibility, and long-term growth. Learn how pairing a modern CRM with a powerful custodian platform helps firms transition smoothly, streamline operations, and scale with confidence.

This webinar will cover:

1. Key technology considerations when going independent or optimizing your RIA model
2. How CRM and custodian alignment reduces operational friction
3. Building scalable workflows that support advisor and client growth
4. Creating institutional-grade infrastructure without enterprise complexity