Wed. Oct 27th, 2021

The RIA Tech Suite brings together complementary technology platforms to help automate critical back-office tasks for advisors.

Along with RIA in a Box®, RightCapital and Wealthbox, Betterment for Advisors is pleased to present the RIA Tech Suite: a set of services and tools that advisors can use to help automate and streamline back-office tasks.

Why should companies use RIA Tech Suite?

Together, these intuitive and complementary technology tools can streamline the management of daily practice, giving you more time to acquire new business and provide a better experience for your current customers.

In addition, the RIA Tech Suite includes discounted prices for companies that adopt two or more of the services, a discount that can save an average RIA company up to $ 3,100 in the first year.¹

Here are the tools available at RIA Tech Suite:

  • Improvement for advisors – A leading platform in digital wealth management that uses smart tax technology.
  • RIA in a box®: compliance, cybersecurity and operations software for investment advisors.
  • Right capital – Wealth planning software that facilitates and makes planning more powerful for advisors and their clients.
  • Wealthbox – A leading CRM software application that helps consultants manage their clients and collaborate with their team.

The RIA Tech Suite can foster the growth of technology-focused companies that focus on efficient customer service and expand their business books.

“Our goal at Betterment for Advisors is to empower advisors to grow their business and establish deeper relationships with clients,” writes Jon Mauney, CEO of Betterment for Advisors. “The four companies that are part of the RIA Tech Suite share this goal with a common focus of their services: to provide highly designed, easy-to-use, and powerful tools for consultants and their clients.”

The RIA Tech Suite is now available to all registered investment advisors. You can get more information and sign up for this visiting offer

Betterment for Advisors is a member of the coalition known as RIA Tech Suite alongside three other platforms: RIA in a Box, RightCapital and Wealthbox. All four companies offer discounts on services provided by these participating companies to advisors who become new clients of two or more members of RIA Tech Suite. Betterment and the aforementioned companies are not jointly owned or owned by other related entities, and no compensation has been exchanged between the members of RIA Tech Suite for the purposes of joining this coalition. Conditions subject to change. This offer is for investment professionals only and is not intended for use by private investors.
¹USD 3100 is an estimate of the maximum amount saved in the annual cost of the combined subscription fees for the four services. The calculation is the average of the weighted monthly rates offered to the four services, including boarding fees, and then a 15% discount is applied to each. The 15% discount rate per company is activated by hiring a minimum of two companies. The actual amount saved in dollars may vary.
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