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Betterment for Advisors Platform from Betterment for Advisors

Goal-based investing platform with automated portfolio management, tax-loss harvesting, and asset allocation. Features a client goals-based framework, automated rebalancing, and behavioral finance tools to keep clients on track to meet their financial objectives.

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Product analysis by function

Advisor Platforms for Wealth Management

Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
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Client Management
(0 Yes /0 Known /12 Possible features)

Financial Planning
(0 Yes /0 Known /13 Possible features)

Investment Management
(0 Yes /0 Known /13 Possible features)

Risk Management
(0 Yes /0 Known /12 Possible features)

Data Integration & Analytics
(0 Yes /0 Known /13 Possible features)

Compliance & Supervision
(0 Yes /0 Known /13 Possible features)

Advisor Productivity
(0 Yes /0 Known /13 Possible features)

Team Collaboration
(0 Yes /0 Known /12 Possible features)

Client Experience
(0 Yes /0 Known /13 Possible features)

Technical Architecture
(0 Yes /0 Known /14 Possible features)

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Unified Client Profile Comprehensive 360-degree view of client information, relationships, accounts, and activities in a single interface		No information available
Household Relationship Mapping Ability to link and visualize family relationships, joint accounts, and household financial connections		No information available
Client Segmentation Tools to categorize clients based on wealth tiers, service needs, profitability, or custom criteria		No information available
Client Onboarding Workflow Streamlined digital process for bringing new clients onto the platform with automated documentation and compliance checks		No information available
Contact Management System for tracking all client interactions, communications, and touchpoints		No information available
Document Management Secure repository for client-related documents with version control and compliance tracking		No information available
Client Portal Integration Connection with client-facing interfaces, allowing advisors to see what clients see		No information available
Communication Tools Integrated email, messaging, and notification systems that maintain records of client communications		No information available
Task Management System for creating, assigning, and tracking client-related tasks and follow-ups		No information available
Client Engagement Analytics Metrics on client interactions, satisfaction, and relationship depth		No information available
Client Capacity Maximum number of client profiles the system can efficiently manage		No information available
Prospect Management Tools for tracking and nurturing potential clients through the sales pipeline		No information available

Goal-Based Planning Framework for creating, tracking, and adjusting plans based on client life goals		No information available
Retirement Planning Specialized tools for projecting and optimizing retirement scenarios and income strategies		No information available
Cash Flow Analysis Tools for analyzing and projecting client income, expenses, and liquidity needs		No information available
Estate Planning Integration Features supporting wealth transfer strategies and estate planning scenarios		No information available
Tax Planning Tools for tax optimization, harvesting, and projection across client accounts		No information available
Insurance Analysis Capabilities for evaluating coverage needs and incorporating insurance products into financial plans		No information available
Education Planning Specialized planning tools for college and education funding goals		No information available
Monte Carlo Simulation Probability analysis showing likelihood of plan success under various market scenarios		No information available
What-If Scenario Modeling Ability to create and compare multiple planning scenarios with different assumptions		No information available
Plan Monitoring Automated tracking of plan progress against goals with alerts for variances		No information available
Client-Facing Plan Visualizations Engaging graphical representations of financial plans designed for client understanding		No information available
Plan Generation Speed Time required to generate a comprehensive financial plan with standard inputs		No information available
Risk Capacity Assessment Tools to evaluate a client's financial ability to withstand market volatility		No information available

Model Portfolio Management Infrastructure for creating, managing, and implementing model portfolios across client accounts		No information available
Rebalancing Engine Automated tools for identifying and executing portfolio rebalancing opportunities		No information available
Asset Allocation Tools Analytics for optimizing portfolio diversification across asset classes		No information available
Investment Proposal Generation Automated creation of compliant, personalized investment proposals		No information available
Performance Reporting Comprehensive reporting on portfolio performance with benchmarking capabilities		No information available
Fee Analysis Tools for calculating, disclosing, and optimizing investment costs and advisory fees		No information available
Tax-Aware Investing Capabilities for tax-efficient investing and tax-loss harvesting		No information available
ESG/SRI Screening Tools for incorporating environmental, social, governance, or socially responsible criteria into portfolios		No information available
Alternative Investment Support Ability to incorporate and report on non-traditional investments like private equity, hedge funds, or real estate		No information available
Trading Integration Connectivity with order management and execution platforms		No information available
Investment Research Access Integration with research platforms and content for security selection		No information available
Portfolio Drift Alerts Automated notifications when portfolios move outside of target allocations		No information available
Rebalancing Speed Time required to analyze and generate rebalancing recommendations for the average client portfolio		No information available

Risk Profiling Questionnaires and tools to assess client risk tolerance and preferences		No information available
Portfolio Risk Analysis Tools to measure and visualize risk metrics across client portfolios		No information available
Stress Testing Capability to simulate portfolio performance under extreme market conditions		No information available
Downside Protection Strategies Tools for implementing hedging or protection strategies in portfolios		No information available
Risk Budget Management Framework for allocating risk across portfolio components		No information available
Risk-Adjusted Return Analysis Metrics showing performance in the context of risk taken		No information available
Behavioral Risk Assessment Tools to identify and address client behavioral biases that impact investment decisions		No information available
Risk Visualization Tools Client-friendly graphics that effectively communicate risk concepts		No information available
Scenario Analysis Tools to model portfolio performance under specific market scenarios		No information available
Correlation Analysis Tools to analyze and visualize relationships between different investments		No information available
Risk Monitoring Alerts Automated notifications when portfolio risk metrics exceed thresholds		No information available
Risk Model Options Number of different risk modeling methodologies available in the system		No information available

Core Banking Integration Seamless connectivity with the bank's central account and transaction systems		No information available
CRM Integration Connection with customer relationship management systems for unified client data		No information available
Custodian Data Feeds Automated imports of account and position data from custodial platforms		No information available
Market Data Integration Access to real-time or delayed market pricing and information		No information available
Account Aggregation Ability to incorporate held-away assets and liabilities into comprehensive client view		No information available
API Ecosystem Extensible architecture allowing connection with third-party applications		No information available
Business Intelligence Tools Analytics capabilities for identifying trends and opportunities across client base		No information available
Data Visualization Interactive tools for exploring and presenting complex financial data		No information available
Data Quality Management Processes for ensuring data accuracy, completeness, and consistency		No information available
Custom Reporting Engine Tools allowing advisors to create personalized reports for clients or management		No information available
Data Warehousing Infrastructure for storing and analyzing historical client and performance data		No information available
Integration Processing Capacity Maximum volume of data imports and exports the system can handle daily		No information available
Machine Learning Capabilities Advanced analytics using AI to identify patterns and generate insights		No information available

Regulatory Reporting Automated generation of required regulatory filings and reports		No information available
KYC/AML Integration Tools for Know Your Customer and Anti-Money Laundering compliance		No information available
Suitability Assessment Framework for ensuring investment recommendations match client profiles		No information available
Fee Disclosure Management Tools for calculating, disclosing, and documenting advisory fees and costs		No information available
Communication Archiving System for retaining client communications in compliance with regulations		No information available
Supervision Workflows Processes for supervisory review of advisor activities and recommendations		No information available
Conflict of Interest Management Tools for identifying and addressing potential conflicts in recommendations		No information available
Best Interest Documentation Features supporting documentation of best interest or fiduciary considerations		No information available
Exception Reporting Automated identification of transactions or activities requiring review		No information available
Compliance Dashboard Central view of compliance status across advisors and clients		No information available
Regulatory Update Management Process for implementing changes to comply with new regulations		No information available
Audit Trail Comprehensive logging of system activities for regulatory review		No information available
Compliance Rule Capacity Maximum number of concurrent compliance rules that can be actively monitored		No information available

Advisor Dashboard Personalized interface showing priorities, tasks, and client information		No information available
Automated Workflows Pre-built processes for common advisor activities with tracking		No information available
Calendar Integration Connection with scheduling tools for meeting management		No information available
Mobile Access Responsive design or dedicated app for on-the-go advisory work		No information available
Template Library Collection of pre-approved communications, plans, and proposals		No information available
Batch Processing Ability to perform actions across multiple clients simultaneously		No information available
Digital Signature Support Integration with e-signature platforms for paperless workflows		No information available
Artificial Intelligence Assistance AI-powered tools for research, recommendations, or administrative tasks		No information available
Meeting Preparation Tools Automated generation of client review materials and talking points		No information available
Notification Management System for prioritizing and managing alerts and updates		No information available
Activity Tracking Measurement of advisor activities and productivity metrics		No information available
Knowledge Management Repository of best practices, policies, and reference materials		No information available
System Response Time Average time for the platform to respond to standard advisor queries		No information available

Role-Based Access Control Granular permissions system controlling what different team members can view and modify		No information available
Team Assignment Ability to define service teams around clients with clear responsibilities		No information available
Internal Messaging Secure communication system for team coordination about client matters		No information available
Activity Logging Transparent record of all team member actions and client interactions		No information available
Collaborative Document Editing Ability for multiple team members to work on plans or proposals simultaneously		No information available
Specialist Integration Framework for incorporating subject matter experts into client service		No information available
Workflow Assignment System for routing tasks to appropriate team members with tracking		No information available
Coverage Management Tools for managing team coverage during absences or transitions		No information available
Shared Calendar Team visibility into meeting schedules and client commitments		No information available
Cross-Team Referrals Process for managing client referrals between advisory teams		No information available
Performance Tracking Metrics on team effectiveness and service delivery		No information available
Maximum Team Size The largest number of team members that can be effectively supported on a single client relationship		No information available

Client Portal Quality Sophistication and usability of the client-facing digital experience		No information available
Mobile App Availability Dedicated mobile application for clients to access accounts and plans		No information available
Digital Document Sharing Secure system for exchanging documents with clients		No information available
Personalized Reporting Ability to customize reports based on client preferences and needs		No information available
Educational Content Integration Access to financial education resources tailored to client situations		No information available
Goal Visualization Interactive tools showing progress toward financial objectives		No information available
Secure Messaging Private communication channel between clients and advisory team		No information available
Self-Service Capabilities Features allowing clients to initiate common requests independently		No information available
Appointment Scheduling Online tools for clients to book meetings with advisors		No information available
Net Worth Dashboard Comprehensive view of client's total financial picture		No information available
Client Feedback Collection Mechanisms for gathering and acting on client satisfaction input		No information available
White-Labeling Options Ability to customize branding of client-facing interfaces		No information available
Client Portal Uptime Percentage of time the client portal is available and functioning properly		No information available

Cloud-Based Architecture Platform delivered via secure cloud infrastructure rather than on-premises		No information available
System Reliability Platform stability and resistance to outages or performance issues		No information available
Data Security Protocols Comprehensive safeguards protecting client and firm information		No information available
Multi-Factor Authentication Enhanced login security requiring multiple verification methods		No information available
Disaster Recovery Robust backup and restoration capabilities in case of system failure		No information available
Scalability Ability to grow with increasing users, clients, and transaction volume		No information available
Update Frequency Regular delivery of new features and improvements		No information available
Customization Options Ability to adapt platform to firm-specific needs and workflows		No information available
Integration Architecture Framework for connecting with other systems via APIs or other methods		No information available
Performance Optimization Design focused on speed and responsiveness for complex operations		No information available
Browser Compatibility Support for various web browsers and operating systems		No information available
Single Sign-On Support Integration with enterprise authentication systems		No information available
System Uptime Percentage of time the system is operational and available to users		No information available
Maximum Concurrent Users Number of users who can actively use the system simultaneously without performance degradation		No information available

Betterment for Advisors Platform from Betterment for Advisors

Product analysis by function

Advisor Platforms for Wealth Management

Client Management (0 Yes /0 Known /12 Possible features)

Financial Planning (0 Yes /0 Known /13 Possible features)

Investment Management (0 Yes /0 Known /13 Possible features)

Risk Management (0 Yes /0 Known /12 Possible features)

Data Integration & Analytics (0 Yes /0 Known /13 Possible features)

Compliance & Supervision (0 Yes /0 Known /13 Possible features)

Advisor Productivity (0 Yes /0 Known /13 Possible features)

Team Collaboration (0 Yes /0 Known /12 Possible features)

Client Experience (0 Yes /0 Known /13 Possible features)

Technical Architecture (0 Yes /0 Known /14 Possible features)