Segment for growth. Scale with ease.
Leverage our modern technology and dedicated custodial support so you can efficiently scale your business while continuing to best serve high-net-worth clients.
Finding new efficiencies while maintaining quality
Our custody platform lets you optimize portfolio management with tax-efficient tooling and automate back-office responsibilities so you can solve even more complex client needs.
An experience that scales
Our digital platform automates your most essential practice management tasks like onboarding, billing, portfolio management, and reporting, so you can focus on growth, all while your clients enjoy an industry-leading digital experience.
Optimize portfolio management to your firm’s needs
Access pre-built models from experts across the industry or build custom model portfolios at scale, all of which work seamlessly with our tax-smart tooling, like automated rebalancing, trading, and tax-loss harvesting. Set your practice up to rapidly grow a broader client base.
"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 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. -
Onboard effortlessly
Get set up easily with our dedicated onboarding team and software that not only sets you up for success but also your clients.
Ready for a consultation?