Betterment for Advisors Enhances Platform with New Integration Partners

Betterment, the independent digital financial advisor, announced that Betterment for Advisors, its RIA custody division, has added new integrations with eMoney Advisor, Kwanti and Panoramix, which are available immediately to all advisors on the platform.

Independent advisors need tools and software that “can work together seamlessly.”

With these new integrations, RIAs on the Betterment for Advisors platform can connect to the following tools:

  • eMoney: Advisors can sync all client account information, holdings, transactions, and tax lot information for comprehensive financial planning
  • Kwanti: Advisors will have access to Kwanti’s client proposal tool and ongoing portfolio analytics to optimize their portfolio strategies
  • Panoramix: Customizable billing and performance reporting across custodians for a more efficient back office

Tom Moore, Head of Betterment for Advisors said:

“We are always looking for ways to add value for our advisors and these integrations are a critical part of our comprehensive tech offering. We are thrilled to add some of the partners that have been most requested by our advisor community and will continue to prioritize augmenting the suite of tools that Advisors on our platform have at their disposal.”

These new platforms join a curated list of existing partners that includes RightCapital, Wealthbox, Redtail, Orion, Black Diamond, Advyzon, and many others.

Martha Kern, Chief Operations Officer at Plan First Wealth said:

“Betterment for Advisors is already head and shoulders above other custodians with their modern intuitive user interface and technology suite of tax tools. With these new integrations Betterment is responding to advisors’ needs, providing us and our clients values and asset allocations that update daily and feed into financial projections.”

As noted in the update, Betterment for Advisors is said to be “a future-forward RIA custodian for planning-focused advisors and their growing firms.”

By combining technology with an advisor’s personal touch, they are “reimagining what’s possible in wealth management.”

Their 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.”

Firms trust Betterment for Advisors to “custody and manage client assets.”



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