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 | |
|---|---|---|---|
| One transparent platform fee |
|
|
|
| Tech-enabled operations layer |
|
|
|
| Suite of tax tools included in fee |
|
|
|
| Native retirement solution with in-house recordkeeping |
|
|
|
| Custom trade simulations with an expert |
|
|
|
| Seamlessly integrated, modern solo 401(k)s |
|
|
|
| Automated rebalancing with sophisticated drift controls and tax-smart logic |
|
|
|
| Live phone support |
|
|
|
| Regulated by FINRA and the SEC |
|
|
|
Scale your practice with end-to-end support