Betterment launches RIA Tech Suite | Financial Planning
June 17 Betterment already partners with the other companies in the RIA Tech Suite and noticed a significant amount of shared customers, says Jon Mauney, general manager of Betterment for Advisors, when asked why it selected these three out of the entire market of wealthtech providers. “The four companies involved represent a fairly complete solution for what an advisor needs to run their practice,” Mauney says. “Especially for new RIAs that are looking for a tech stack.” The package is similar to what advisors can find at the XY Planning Network, says XYPN co-founder and Financial P...
Source: financial-planning.com