Productivity

Betterment is the largest independent online financial advisor with more than $9 billion in assets under management.

Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.


Silverfinch connects asset managers and insurers through a fund data utility in a secured and controlled environment to meet the requirements of Solvency II

Silverfinch is a secure fund data utility that allows insurers to comply with Solvency II regulation, and enables asset managers to manage and carry out requested look-through and respond to their insurance company investors in a timely and controlled fashion.