Standout features of 10 robos aimed at advisory firms
Betterment for Advisors
Although originally focused on serving retail investors, Betterment introduced its digital platform for advisers in 2014 and changed its name earlier this year.
It offers a tax-coordinated portfolio builder that automatically places client assets that will be taxed at higher levels in individual retirement accounts. The platform also includes portfolio options from the Vanguard Group, Goldman Sachs Asset Management, and will soon announce others.
More than 300 firms are using Betterment for Advisors.