Bring on clients of any size.
Access a sophisticated, easy-to-use digital experience to help gain new clients including:
- Next-generation clients
- HENRYs
- 401(k) participants
![an abstract illustration of three people with speech bubbles filled with illustrations of a plant growing, an umbrella, and a stack of cash](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/three-people-with-thought-bubbles.png?width=745&name=three-people-with-thought-bubbles.png)
![Illustration of a person’s headshot.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/person-side-headshot.png)
The Betterment platform significantly lowers our cost of doing business. 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, Commas
Read how Truepoint lowered the cost of serving more clients ➔
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
![Headshot of Steve Lockshin.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/steve-lockshin-portrait.png)
![Headshot of Steve Lockshin.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/steve-lockshin-portrait.png)
Account opening is simple. All the rebalancing is done, the Tax-Loss Harvesting is done. It really minimizes the intake process.
Steve Lockshin, AdvicePeriod
Non-paid client; Steve Lockshin is an investor in Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
End-to-end support to power your practice.
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Automated back-office tooling.
Instead of hiring internally, lean on us. We’re here to help with asset transfers, tax statements, audits, and anything else to support your business growth. -
Partners in your success.
We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes. -
Simplify your tech stack.
Our digital platform automates your most essential practice management tasks. Take care of onboarding, billing, portfolio management, and reporting all in one place.