Betterment for Advisors, RIA in a Box, RightCapital, and Wealthbox Come Together to Launch RIA Tech Suite
By utilizing the RIA Tech Suite, advisors can have more time to acquire new business, while also providing a more seamless experience for their current clients.
- By utilizing the RIA Tech Suite, advisors can have more time to acquire new business, while also providing a more seamless experience for their current clients.
- The following technology providers are available on the RIA Tech Suite:
Betterment for Advisors- A leading digital-first wealth management platform that leverages smart-tax technology. - "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.
- Betterment for Advisors is a member of the coalition known as RIA Tech Suite alongside three other platforms: RIA in a Box, RightCapital, and Wealthbox.