BetaSmartz

BetaSmartz did not respond or engage with the survey request. An automated adviser branded back, middle & front office portfolio management solution with fully customizable intuitive dashboards and consoles for both clients and advisers.

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End User Advisers and clients (using the custom tools and dashboards)
Advice Process Steps Scope
Assessing
Review
Benefits Automate asset allocation and portfolio construction, automate rebalancing, asset allocation
Cost per user per annum POA
Time saving per client Assessed at 1-3 hours
Cost saving per client Assessed at $1000-$3000 per client
Integration Unknown
Website embedding Yes
White labelled Yes
System prerequisite No
Single sign on Possible
Data storage Unspecified
Privacy standards Unspecified
Limits on use Unknown
Disaster recovery and business continuity plans Unspecified
AFSL approval Unknown

 



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