Artificial Intelligence

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.


Neuroprofiler uses deep learning algorithms and behavioral finance to assess the investor profile of Financial Advisors’ clients

Neuroprofiler is a behavioral finance game that helps Financial Advisors assess online the psychological investment profile of their clients. It stays in line with the last European financial regulations such as MiFIDII


Voitrax is a platform which captures voice, text, and other communication records to reconstruct trades and ensure compliance with Dodd-Frank regulatory requirements

Founded by seasoned Wall Street former executives as well as technology professionals, Voitrax uses a blend of advanced technologies to create a solution that fulfills broker-dealers’ current and future regulation compliance requirements.