Open menu
Close menu
Let's talk

The custodian built for better outcomes

Going independent is one of your biggest decisions. Betterment Advisor Solutions gives you the technology, custody, and hands-on support to hit the ground running.
Let's talk
Img-2
  • donut

    All-in-one custodial platform.

    Custody, portfolio management, billing, reporting, and onboarding, integrated in one place to keep your business running smoothly.
  • Central Hub

    Simplified back office.

    Automate client onboarding, billing, reporting, and compliance tracking to keep you working at scale.
  • Graph icon

    Intelligent portfolio management.

    Build custom portfolios or choose from our curated model marketplace. Tax-smart rebalancing and tax-loss harvesting keep clients on-track and risk-aligned.
  • Icon-2

    Seamless digital onboarding.

    Onboard clients in a single session with a fully digital, paper-free experience. Transition legacy positions within realized-gains budgets to help reduce triggering unnecessary tax events.
  • phone

    Modern client experience.

    The highly-rated mobile app trusted by over 1M customers. They can open accounts in minutes and move money with ease. Your clients will notice the difference.
  • bill-icon

    Flexible and streamlined billing.

    Set your fee schedule and reduce administrative burden with automated collection and reporting.

Here to take you where you want to go.

Let's talk
Stocksy_6600162

Break away without
breaking a sweat.

Asset transitions can be easy and tax-smart with a dedicated transition specialist by your side. Bulk account opening and ACATS management makes bringing clients over simple.
Get the roadmap with our Breakaway Guide
breakway

Launch the firm you always wanted.

Stand up custody and operations. With automated portfolio management, billing, and reporting integrated in one system you can grow your client base at scale.
Explore our portfolio management solutions
ericrodriguez
ericrodriguez
"I run a solo practice—having a solid tech stack is essential. Having a partner like Betterment helps me focus on other aspects of my business.”

Eric Rodriguez, WealthBuilders

Read more

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

FFF_Advize Wealth Management copy

From $0 to $65M AUM. See how Advize Wealth built an RIA from scratch with zero clients.

80+

Households managed
by two advisors

0 NIGOs

Since 2018

Going independent doesn't mean going it alone.

people-1
Your Relationship Manager

A dedicated partner who helps you get the most from the platform, and works with you to develop strategies for growth.

arrows
Platform Solutions Team

Specialists who handle the heavy lifting of your transition: bulk onboarding, ACATS, and client communications.

responsechat
Responsive client support

A support team that delivers fast answers, with average response times of 63 seconds for calls and under an hour for emails.

independent

  • Hero offer

    Boost your savings up to 4.00% APY (variable) through January 15, 2026. New customers only. Terms apply.
    Claim your offer

  • 9%-1

    Results for the long term
    Since its launch, our Core portfolio has delivered over 9% composite annual time-weighted returns after fees. Learn more

  • gridleader2025
  • userloveus
  • Nerdwallet-2026
"I am grateful to have partnered with Betterment since day one. Doing so has allowed me to significantly reduce operational time spent in my business..."
Paul Sydlansky, Lake Road Advisors
“I save thousand of dollars by using Betterment Advisor Solutions. I don't need anything else in my tech stack."
Massimiliano (Massi) De Santis, CFP®