Log in Request a Demo

Betterment for Advisors
Advisor Dashboard and Reporting
Integration

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?

See more

Do you integrate with any CRMs?

Not at this time, but the team is considering this functionality for the future.

Facebook
Twitter
LinkedIn
Google+

Was this article helpful?

0 out of 0 found this helpful

Return to top

Related articles

Do you integrate with portfolio management systems?
Do you integrate with any financial planning tools?
What does Betterment for Advisors cost?

Betterment for Advisors Resources Advisor Experience

This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Privacy Policy Trademark. How Betterment calculates "better returns". Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

This website is for investment professionals only. It is not intended for use by private investors.

Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.

See how we determine the largest independent online financial advisor.

The information provided by Betterment Support is educational only and is not investment or tax advice.

Betterment, the Betterment Speedometer, Betterment for Advisors, Betterment for Business, Tax-Coordinated Portfolio, TLH+, and Tax Loss Harvesting+ are trademarks of Betterment Holdings, Inc.

© Betterment Holdings Inc.