The platform automatically recommends investment goals and associated recommended allocations for each such goal for new accounts established on the platform using the client’s age, information provided by the client during account creation regarding a particular financial goal, and the type of legal account.
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- Will my firm need to update our ADV and/or Customer Agreement to reflect the incorporation of Betterment for Advisors into my practice?
- Can Betterment for Advisors automate the signing of my agreement with my client?
- What relationship does the client have with Betterment?
- Describe the process your product uses to convert information provided by the client into a risk profile in the interview process.
- Am I able to see an archive of electronically executed client agreements? If so, what does this look like?