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Zoe Financial Announces Partnership With Betterment For Advisors – Wealth Tech Digest #88

Key takeaways

Zoe Financial Announces Partnership With Betterment for Advisors. 

For today’s digest, Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform. Zoe Financial is a digital leader in matching highly vetted fiduciary financial advisors and clients. The partnership will grant advisors applying to or those already in the Zoe Network a special discount offer for using Betterment for Advisors. Because of this, current users of this platform who apply and are admitted into the Network receive an exclusive discount. The Betterment for Advisors platform enables RIAs to leverage a suite of tools such as automated rebalancing, tax-loss harvesting, and asset location. Advisors can custom build their own models from scratch directly in-app or choose from a range of pre-built and third-party portfolios. Practice and portfolio management tools are coupled with an intuitive, white-labeled client portal. Herein, advisors can assist clients with setting goals, tracking progress, and analyzing performance all in one place. Jeff Neikrie, Zoe Financial Head of Business Development, commented on this new partnership. He said, “We are excited to partner with B4A to ensure our Network advisors offer the most personalized and goal-aligned financial advice to their clients.” Betterment for Advisors, in partnership with Zoe Financial, is offering a discount to its advisor platform fee for any new advisor referred by Zoe Financial. If eligible, advisors on the Betterment for Advisors platform may receive a discount on Zoe Financial’s membership fee. Eligibility requirements are determined by Zoe Financial and are subject to change. All offer terms herein are subject to change.

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