Betterworth
HQ Address
210-137 Glasgow Street, Kitchener, ON N2G 4X8, Canada
Website Address
Business introduction
Gain powerful insights into your financial advisory relationships
Take 5 minutes and get recommendations you can use to strengthen your client relationships
Our Story
Converging behavioral finance with technology.
Through our own experiences as investors and in the financial services industry, we were frustrated by the often impersonal relationship between financial advisors and their clients.
We craved a more personal experience where advisors could have information at their fingertips to truly ‘know’ their clients and guide them to make better investing decisions.
When we couldn’t find anything out there that fit the bill, so we decided to build it ourselves.
Betterworth Solutions
Betterworth
How it works We are utilizing DISC to conduct the assessment and understand your specific behaviours. This helps us identify your areas of growth to become a top financial advisor! What is DISC - a widely popular behaviour assessment tool It’s used by various organizations for many years to understand people. It focuses on......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
