Innovative, automated back-office technology
Leverage automated, tax-efficient tools designed to help manage your clients' investments and maximize their returns, all while streamlining administrative tasks like client onboarding, account setup, billing, and more.
Powerful 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 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. Working with a provider not mentioned? Contact your relationship manager and we'll work to add them.