Etico Financial Partners with BetaSmartz to Revolutionize Wealth Management Platforms for Independent Advisors

Empowering RIAs with Cutting-Edge AI and Fintech Solutions

Etico Financial has announced a strategic partnership with BetaSmartz, a global leader in fintech innovation, to launch an advanced wealth management platform designed for independent Registered Investment Advisors (RIAs). This new platform will streamline portfolio management, financial planning, and client engagement—allowing advisors to operate more efficiently and scale their practices.

“This partnership reflects Etico’s commitment to delivering high-touch, tech-enabled solutions for independent advisors,” said Joseph Leo, CEO of Etico Financial. “By integrating BetaSmartz’s AI-driven technology, we are closing the gap between traditional wealth management and modern fintech, giving advisors the tools to deliver smarter, faster, and more effective financial solutions.”

Next-Generation Wealth Management Platforms: What Advisors Can Expect

Slated for an initial rollout in Asia and the U.S., the platform offers an all-in-one solution that integrates:

• Investment Accounts

• Alternatives & Real Estate

• Banking & Insurance

• Debt Management

• AI-Powered Financial Planning & Portfolio Management

“This platform will redefine how RIAs manage portfolios by combining AI-powered automation with a personalized, high-touch advisory experience,” said Kyle Webber, COO of Etico Financial. “Our goal is to eliminate operational inefficiencies while enabling advisors to grow their practices seamlessly.”

Key Features of the Etico + BetaSmartz Platform

• AI-Driven Portfolio Management: Automatically adjusts portfolios in real time based on market conditions, risk tolerance, and client goals.

• Robo-Advisor Digital Account Opening: Advisors can onboard clients faster than existing robo-advisor platforms with automated portfolio construction and optimization.

• Comprehensive Financial Planning Tools: Real-time goal tracking and the ability to link and manage multiple financial accounts for a 360-degree view of client wealth.

• Automated Rebalancing & Performance Reporting: Replaces legacy systems with an integrated, AI-powered workflow that saves time and reduces manual work.

• Cybersecurity & Expense Rationalization: Built-in cost management tools and robust data protection ensure security and compliance.

“We’ve been searching for the right partner to bring smarter, more efficient solutions to independent advisors in the U.S., and Etico is the perfect fit,” said Zak Allom, CEO of BetaSmartz.

A Transformational Step for Independent RIAs

The platform’s U.S. rollout marks BetaSmartz’s second major launch in the country, following its success in the global electronic trading space. Michael Jackson, Chief Vision and Technology Officer at BetaSmartz, will oversee development, ensuring that the platform meets the evolving needs of today’s financial advisors.

What This Means for Financial Advisors

• Greater Efficiency – Reduce time spent on manual portfolio management

• More Scalability – Expand client offerings with AI-powered tools

• Enhanced Client Insights – Use data-driven analytics for deeper client engagement

• Faster Decision-Making – Leverage real-time market intelligence for portfolio adjustments

The new platform is expected to launch nationwide by late 2025.

Stay Ahead with Etico

Financial advisors looking to modernize their practice, streamline operations, and deliver cutting-edge financial solutions can join Etico’s advisor network today.

Schedule a consultation to learn how Etico can help you integrate this powerful technology into your practice.