"Betterment and Wealthfront are good for simple, low-touch portfolios. They fail on complex situations — tax optimization, estate planning, multi-generational wealth. That's where you win, and that's where our tools help you compete."
"What percentage of your clients' situations are simple enough for a robo-advisor to handle? If it's more than 40%, you're in the wrong segment. If it's under 20%, the comparison doesn't apply to most of your book."
"Robo-advisors compete on cost, not value. The clients who stay with human advisors are the ones who have complex needs — and they're the clients you want to serve. Better tools help you win that argument more effectively."
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