See why advisors are making the switch
Legacy providers haven’t kept up with the modern advisor. Switch to the all-in-one custodian that sets a higher standard — sophisticated technology and the service to match.
| Betterment Advisor Solutions | Charles Schwab | Fidelity | |
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| All-in-one custodial platform |
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| One transparent platform fee |
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| Simplified, tech-enabled administration to better manage your back office |
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| Suite of tax tools included in fee |
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| Readily available tax-smart transitions |
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| Custom trade simulations with an expert |
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| Native tax-smart billing software |
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| Seamlessly integrated, modern solo 401(k)s |
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| Automated rebalancing with sophisticated drift controls and tax-smart logic |
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Scale your practice with end-to-end support