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Enhancing the client experience

Powerful, user-friendly technology to connect with your clients

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

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, which cuts 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

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