Betareturn Launches New Service to Monitor Financial Advisor Performance

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Online service helps individual investors understand their financial health and discover hidden fees.

Portfolio Scorecard

Investors are demanding increased accountability and transparency from their financial advisors” explained Abbas Valliani, Founder and CEO of Betareturn.

Betareturn, an independent wealth management analytics firm, announced the launch of a new service that enables individual investors to monitor their financial advisors' performance. The online service, powered by Intuit, provides personalized portfolio scores and recommendations via a secure, easy-to-use interface.

“Investors are demanding increased accountability and transparency from their financial advisors” explained Abbas Valliani, Founder and CEO of Betareturn. “We provide a means to easily understand financial health without complex financial knowledge. Individuals can protect and maximize their wealth by independently verifying portfolio performance versus risks, and ensure that they are not subject to hidden fees and markups.”

Betareturn uses a cloud-based technology platform to securely integrate with all major wealth management firms. Users can easily link their brokerage accounts to see a consolidated, real-time view of investments, trades and fees. Portfolio risk and returns are measured against a customized synthetic benchmark based on the composition of individual securities.

About Betareturn
Betareturn, headquartered in Vienna, VA, provides wealth management reporting and analytical solutions to individuals and companies. Additional information is available at http://www.betareturn.com.

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Sharath Shetty

Abbas Valliani
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