Betareturn, an independent wealth management analytics firm, has launched a new service that enables individual investors to monitor their financial advisors’ performance.
The online service, powered by Intuit, provides personalized portfolio scores and recommendations via a secure, easy-to-use interface.
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Betareturn uses a cloud-based technology platform to securely integrate with all major wealth management firms.
Users can easily link their brokerage accounts to see a consolidated, real-time view of investments, trades and fees. Portfolio risk and returns are measured against a customized synthetic benchmark based on the composition of individual securities.
Abbas Valliani, founder and CEO of Betareturn, said: "Investors are demanding increased accountability and transparency from their financial advisors. We provide a means to easily understand financial health without complex financial knowledge.
"Individuals can protect and maximize their wealth by independently verifying portfolio performance versus risks, and ensure that they are not subject to hidden fees and markups," Valliani added.
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By GlobalData
