Enhancing your client experience

Powerful, user-friendly technology to connect with your clients.

A woman using a laptop.
With Betterment we can serve as many people as possible. Automation and efficiency are key to our profitability, because we provide great service at a higher client to advisor ratio vs. the industry.
Brad Felix, TruePoint Wealth Counsel
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.

Account aggregation.

Sync held-away accounts to our white-labeled portal so that your clients can see all of their savings in one place.

Two puzzle pieces with a Betterment logo overlaid on them.

Self-directed portal.

Empower your clients with our interactive portal that helps cut down on day-to-day inquiries and gives your clients greater insight into their investing experience.

Betterment's summary dashboard screen.

Goal-based planning.

Our customizable account structure allows you to better manage household accounts, create bucketing strategies, and help your clients work toward their long-term goals

Two on track goals, one for Lisa's College Fund, and another for Our Greece Getaway.

Powerful planning tools.

Engage with your clients on a deeper level with our portfolio analysis, retirement planning, and performance tracking tools.

A goal to Retire in the Mountains that is currently on track with a target amount of $850,000 and target date of May 2050..

Ready to impress your clients?

Schedule a demo