Expand your client base with a trusted custodian

Leverage our modern technology and custodial support so you can efficiently scale your business while continuing to best serve high-net-worth clients.
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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
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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.

Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.

Onboard new clients effortlessly.

Set up new accounts and transfer funds faster with our simple, 100% online platform. Clients can open accounts and transfer funds in minutes.
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Betterment’s advisor summary dashboard screen.

Optimize portfolio management to your firm’s needs.

Build custom portfolios and access pre-built models—all with features like automated rebalancing, trading, and tax-loss harvesting. Set your practice up to rapidly grow a broader client base.
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Headshot of Steve Lockshin.
Headshot of Steve Lockshin.
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.
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    Partners in your success.

    We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes.
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    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.

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