The RIA custodian helping power your growth

As your end-to-end custodian, our cutting-edge technology can help you scale your practice and deliver a high-quality, personalized client experience.

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Betterment For Advisors dashboard screen.
  • Automate portfolio management.

    Our vertically integrated solution helps you build and manage custom model portfolios with options you can enable like automated trading, rebalancing, tax-loss harvesting, asset location, and more.

  • Streamline your client experience.

    Set up client accounts and transfer assets onto the Betterment for Advisors platform in a cinch with our streamlined paperless onboarding process.

  • Lean on our team.

    We’re here to help you grow – your dedicated relationship manager and our operations and customer service teams partner with you to scale your practice without needing to hire internally.

Innovative, automated back-office technology.

Leverage automated, tax-efficient tools designed to help manage your clients' investments and minimize tax impact on returns, all while streamlining administrative tasks like client onboarding, account setup, billing, and more.


Efficient portfolio building tools.

Construct your own models with our custom model portfolio builder, or select from a number of expert-built options in our model marketplace. Serve your clients' needs in a way that meets their investing preferences.

A Betterment Core Portfolio with a moderate allocation, and a Climate Impact Portfolio with an aggressive allocation.

A better client portal.

Our robust self-directed client experience enables your clients to get a clear view of their wealth with portfolio analysis, retirement planning, and performance tracking tools.


Connect to your tech stack.

Betterment's seamless integration with other well-known tools means a better experience for you and your clients. 

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Ready to accelerate your firm's growth?

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