Technology to match your ambition.
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Whether you craft your own portfolio or select a pre-built model, our technology automatically handles tax-efficient strategies, such as portfolio rebalancing, tax-loss harvesting, asset location, and more.
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Our user-friendly dashboard and on-the-go mobile app give your clients insight into their finances when and where they need it.
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Give clients an attractive 4.50% APY* (variable) through our program banks on their cash along with fractional share capabilities that keep all their money working for them.
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Manage retirement plans with ease thanks to dedicated support and an all-in-one platform that lets you build client relationships and offer holistic financial planning.
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Here to support your practice.
98% of advisors
2 minutes
Better service and support to grow your RIA.
Support Team for you and your clients
Implementation Team to get you started
A Relationship Manager who puts you first
"Betterment's features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice."
Ritholtz Wealth Management
“Betterment Advisor Solutions is just huge from a technology standpoint. Everything is so easy and intuitive for the client. And that saves us a lot of time.”
Ritholtz Wealth Management
Tools to support acquisition and retention.
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Grow your client base
Our platform is built to help you manage your business, with features that support marketing, client acquisition, and retention efforts.
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A platform that can do it all
Manage cash, investing, and retirement in one place, consolidate client accounts, and provide more comprehensive planning and advice. -
Focus on what matters
By offloading low-value tasks, you can spend more time building client relationships and delivering comprehensive advice.
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4.7 rating
65,900 reviews§