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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 dashboard for First Road Advisors’ client with general investing and retirement goals, net worth, performance, and scheduled deposits.

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