Fidelity has inked an alliance with Betterment to enable Fidelity-affiliated financial advisers to use the latter’s digital service.
Fidelity will make the Betterment platform available to 3,000 financial advisers using Fidelity’s institutional wealth services unit, which is the custody arm of Fidelity and provides back-office systems for investment advisers and consulting services.
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The platform will help the advisors provide apps and simple web tools to their clients which will help customers pick their financial goals and put money directly into a portfolio of exchange traded funds.
The Betterment Institutional interface will help financial advisers sign up clients, monitor their accounts, make investments as well as maximise tax-efficiency.
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