Skip to main content

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.

Schedule a demo
Looking to advise a 401(k)?
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.

investment-review

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.

two-people-laptops-connected

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.

betterment-for-advisors-partner-integration-logos

Ready to accelerate your firm's growth?

Schedule a demo