Grow your RIA
your way
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs. Get the technology and support to serve more clients, more efficiently, across investing, retirement, and cash.
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Whether you craft your own portfolio or select a pre-built model, our technology automatically handles tax-efficient strategies, such as portfolio rebalancing, tax-loss harvesting, asset location, and more.
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Our user-friendly dashboard and on-the-go mobile app give your clients insight into their finances when and where they need it.
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Give clients an attractive 4.00% APY* (variable) through our program banks on their cash along with fractional share capabilities that keep all their money working for them.
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Manage retirement plans with ease thanks to dedicated support and an all-in-one platform that lets you build client relationships and offer holistic financial planning.
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"Betterment's features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice."
Ritholtz Wealth Management
“Betterment Advisor Solutions is just huge from a technology standpoint. Everything is so easy and intuitive for the client. And that saves us a lot of time.”
Ritholtz Wealth Management
Your job is planning for your clients’ future.
Make sure you plan for yours.