The 401(k) built for how you advise
Betterment Advisor Solutions offers flexible technology and exceptional service so you can serve clients the way you want.
Image is illustrative.
Powerful advisor experience.
Track client onboarding status, pull reports, and aggregate data from one dashboard. Send RFPs (Request For Proposals) and interactive demos easily to make a strong client impression.
Image is illustrative.
-
A dashboard built for ease
Clients can track plan metrics, generate custom reports, and get AI-powered plan benchmarking with actionable insights all in one place. -
Resources at their fingertips
Ongoing touchpoints, including webinars, emails, and articles, keep clients informed and participants active throughout the year. -
Compliance support when needed
As your 3(16) fiduciary partner, we help offload time-consuming administrative tasks for you and clients. Monitor each plan and tap our team of experts to make sure clients stay compliant.
How much could your clients save in taxes?
Many plan sponsors qualify for over $15,000 in tax credits during their first three years—helping offset startup and administration costs.
A 401(k) participants will love.
Participants get an award-winning mobile experience that lets them link external accounts, update deferral rates, and track their progress.
Ongoing educational resources keep participants engaged while additional investing and saving accounts help them build wealth for the future.
Image is illustrative.
Make your move.
We’ll walk you through the platform and show how it fits into your practice.
