Betterment has integrations with Orion and BlackDiamond software. If your firm uses either system, please email firstname.lastname@example.org and let us know if you’d like integration enabled for Orion or BlackDiamond. Once the integration is enabled we will email you to confirm. Please note it can take several days for the integration to be completed after your request.
Articles in this section
- Can my firm access our raw data feed?
- How long does it take to enable my data feed?
- How do I get my data into my portfolio management system?
- How do I get my data into my financial planning tool?
- What data do you provide in your feed to portfolio management systems?
- Do you integrate with portfolio management systems?
- Do you integrate with any CRMs?
- Do you integrate with any financial planning tools?
- How do clients automatically import their tax information into tax preparation software?
- My clients’ tax preparation software has a limit on the number of transactions it supports. How can I use it to report all transactions?