Fintech Watchlist Company Profile—Betterment

Fintech Watchlist Company Profile—Betterment

To Avoid Being Disrupted, Legacy Wealth Management Companies Should Embrace Robo-advisory to Address New Areas Of Growth

RELEASE DATE
11-Dec-2017
REGION
Global
Research Code: 9ABC-00-13-00-00
SKU: IT03554-GL-MR_21256
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Description

The study covers one of the leading Robo-advisor in the United States. Betterment, that started offering online wealth management advice to the masses, has moved much beyond and rolled out a series of products to cater to the full stack of the market. In the study, Frost & Sullivan has presented the evolution of Betterment tracking back from its starting point in January 2008, when it launched is the first product to launching several products. We have also looked at the explosive growth attained by the company and explored key strategies adopted by the Betterment to attain growth.

As with most FinTechs, technology is at the heart of Betterments' offering using machine learning to generate personalized investment advice with minimum or no human interference. While this is the main foundation of its offering, it has gone on to add many new feature sets to the offering that not only has helped differentiate but also enabled it to attain a competitive edge over its competitors. Betterment competes with various other Robo-advisors such as Wealthfront, Acorns, safe, but also established wealth management companies such as Vanguard Group and Charles Schwab.

Research Scope

We have further investigated the business model of the company and represented it in the most simplest possible way. The study also covers key technologies used to automate the processed to not only run them more efficiently, but also reduce the cost of executing the process. Its innovative features have also equipped clients to get more out of investments.


Key Issues Addressed

  • Whether Betterment is complementing, extending or disrupting the wealth management market
  • If or not Betterment is having the impact of the industry and if it does how big is the impact

Key Conclusion

We have put our analysis to deep dive into the potential chance of Betterment is impacting the existing business and placed qualitative assessment on which segment and how much can the company impact.

Finally, we have handpicked key points that legacy market participants such as BlackRock, Vanguard, and Charles Schwab can learn from Betterment. These recommendations are pinpointed and will get leading market participants to start thinking about embracing Robo-advisory platform and help them defend their market from disruption.

We have added executive summary that brings all of this together in a crisp form, to help busy executive get the gist of the study and then read sections in detail that matter to them.

Table of Contents

Executive Summary

Snapshot

Business Overview

Business Overview (continued)

Products Offered

Geographical Presence

Business Performance

Investment Received

Strategic Overview

Strategic Imperative

Strategic Imperative (continued)

Strategic Imperative (continued)

Strategic Imperative (continued)

Strategic Imperative (continued)

Betterment’s Business Model

How Does Betterment Disrupt?

Challenges Faced by Betterment

Impact Analysis

Betterment Team

Betterment Team (continued)

Conclusion

Legal Disclaimer

The Frost & Sullivan Story

Value Proposition—Future of Your Company & Career

Global Perspective

Industry Convergence

360º Research Perspective

Implementation Excellence

Our Blue Ocean Strategy

Related Research
The study covers one of the leading Robo-advisor in the United States. Betterment, that started offering online wealth management advice to the masses, has moved much beyond and rolled out a series of products to cater to the full stack of the market. In the study, Frost & Sullivan has presented the evolution of Betterment tracking back from its starting point in January 2008, when it launched is the first product to launching several products. We have also looked at the explosive growth attained by the company and explored key strategies adopted by the Betterment to attain growth. As with most FinTechs, technology is at the heart of Betterments' offering using machine learning to generate personalized investment advice with minimum or no human interference. While this is the main foundation of its offering, it has gone on to add many new feature sets to the offering that not only has helped differentiate but also enabled it to attain a competitive edge over its competitors. Betterment competes with various other Robo-advisors such as Wealthfront, Acorns, safe, but also established wealth management companies such as Vanguard Group and Charles Schwab.--BEGIN PROMO--

Research Scope

We have further investigated the business model of the company and represented it in the most simplest possible way. The study also covers key technologies used to automate the processed to not only run them more efficiently, but also reduce the cost of executing the process. Its innovative features have also equipped clients to get more out of investments.

Key Issues Addressed

  • Whether Betterment is complementing, extending or disrupting the wealth management market
  • If or not Betterment is having the impact of the industry and if it does how big is the impact

Key Conclusion

We have put our analysis to deep dive into the potential chance of Betterment is impacting the existi

More Information
No Index No
Podcast No
Author Gan Hui Bjorn
Industries Information Technology
WIP Number 9ABC-00-13-00-00
Is Prebook No