Grow your RIA
your way
Betterment Advisor Solutions is an 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.
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.
Give clients an attractive 3.75% APY (variable) through our program banks on their cash along with fractional share capabilities that keep all their money working for them.
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.
"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.