Impress your clients with a fast digital onboarding workflow, and easily set up, manage, and transition their portfolios to Betterment for Advisors with our tax-smart asset transition toolkit.
Repapering client accounts, made seamless
Onboarding clients to Betterment for Advisors is easier than ever - invite individuals or households at once, set up their accounts and portfolios, and more. We’ll send them an email to approve everything at once — it’s that simple.
Tax-efficient asset transition features
Easily move your client’s funds into your preferred portfolio model while optimizing their tax impact. From goal-level rebalancing toggles to taxable gains limits and more, powerful portfolio controls are at your fingertips.
Tailor your client experience
Our digital client onboarding and asset transition features help you cater to the needs of your clients, no matter their investing preferences. Build a customized experience that meets each client's unique needs, from portfolio choice, to billing preferences, to tax management, and more.