Betterment Advisor Solutions and Vanilla to Make Estate Planning Technology More Accessible for Advisors
Betterment Advisor Solutions, a self-described all-in-one custodian for modern RIAs, announced a new partnership with Vanilla, the estate planning solution for advisors. Through this partnership, advisors who custody assets with Betterment Advisor Solutions will have “access to the Vanilla platform in addition to educational opportunities… Read More
Read more in: Fintech, Global | Tagged betterment, financial services, vanilla, wealth management