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INTRODUCING CUSTOM MODEL PORTFOLIOS

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Your investment philosophy. Betterment's technology. A winning combination for you and your clients.

Betterment for Advisors now offers more investment flexibility than ever before. Build your own custom model portfolios of ETFs while leveraging all of Betterment's sophisticated portfolio management features.

Betterment will incorporate your firm's capital markets assumptions into our planning, advice, and projection features for a seamless client experience.

Features include:

  • Automated rebalancing

  • Tax-loss harvesting

  • Asset location

  • Tax-optimized sales for withdrawals

  • Glide path rebalancing


Custom model portfolios are available at no additional cost to all firms on the Betterment for Advisors platform.1