Betterment – Investing Made Better Through Smarter Technology
The Betterment portfolio is designed to achieve optimal returns at every level of risk through diversification, automated rebalancing, better behavior, and lower fees. Their goal-based investing framework and advice algorithm let customers know if they are on track to reach their investment goals like Retirement or a Safety Net Fund, in seconds. This will be added to Financial Sources Subject Tracer™. This will be added to Financial Sources for the Family Office.