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Segmentation is how top RIAs are pulling ahead

Betterment Advisor Solutions lets you deliver the right experience to the right clients, so you can strengthen relationships you’ve built and win new ones.

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Download our segmentation playbook Label-1

“Our only regret is not doing this two years ago”

Lee Mackey

Lee Mackey, Partner

Mach 1 Financial

Your clients deserve personalized strategies. We make each one work.

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    Protect your margins and scale your value with segmentation.

    Streamline smaller account management to generate sustainable profit instead of consuming advisor time. As clients grow in value, you have the resources to give them the attention they deserve.
  • 124T

    Set your firm up for the next generation of wealth.

    An estimated $124 trillion is transferring to younger generations. Roughly 70% of inheritors want a new advisor. A segmented firm that can serve every client is how you compete for the wealth that's already in motion.
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    A tiered solution so your team can thrive.

    Defined segments free your senior advisors to focus on high-value relationships, while giving junior advisors real ownership of a tier they can grow.
“Clearly defined segments allow new advisors to have more autonomy. We have a model they can own."
Lee Mackey, Mach 1 Financial
Client. Views may not be representative. See G2 reviews. 

The custodian built for serving all your clients well.

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Steve-Lockshin 1
Steve-Lockshin 1
"Account opening is simple. All the rebalancing is done, the Tax-Loss Harvesting is done. It really minimizes the intake process."
Steve Lockshin, AdvicePeriod
Steve Lockshin is an investor in Betterment. Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Steve Lockshin is an investor in Betterment. Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
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    Automated portfolio management.

    Rebalancing, tax-loss harvesting, and asset location run automatically for every client. Build custom portfolios or select from our curated model marketplace.

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    Flexible and streamlined billing.

    Set the fee schedule for each household. Reduce administrative burden with automated collection and reporting.

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    Modern client experience.

    Award-winning mobile app trusted by over 1M customers. Your clients will notice the difference.

  • Central Hub
    Simplified back office.

    Consolidated custody and practice management for onboarding, reporting, and compliance. One platform across all your clients.

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    Digital client onboarding.

    Onboard clients in a single session with a fully digital, paper-free experience. Transition legacy positions within realized-gains budgets so you can avoid triggering unnecessary tax events.

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    Dedicated service and support.

    Partner with a team from your first segmentation conversation to full rollout.

client-segment

Your guide to unlocking growth with segmentation.

The best firms are serving smaller accounts and protecting capacity for top clients. Download our Segmentation Playbook to assess your readiness, model the economics for your specific book, and see how firms like yours have turned segmentation into a competitive advantage.