Skip to footer

A model marketplace for how you work

Streamline and scale your practice with portfolios from Betterment and other leading asset managers. Utilize our portfolio management tools and tax-saving technology so you can manage more clients with less effort.

Partner portfolios.

Access investment strategies from leading asset managers. Get expert research and market insights to inform your advice and guide client conversations.

Read more about our partner portfolios

Research-driven asset manager specializing in differentiated active strategies and fundamental insights across asset classes and client objectives.
Innovator in designing research-driven global models built to differentiate yourself from the competition.
Quantitative, rules-based asset manager focused on enhancing absolute returns while managing downside risk and reducing correlation to traditional assets.
Global asset manager translating academic research into disciplined portfolios using a research-driven, systematic, and transparent approach.
Leading asset manager seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets.
Global investment manager combining market intelligence, global expertise, and advanced technology to help strengthen portfolios.
Global leader in indexing and asset allocation, offering scalable, institutional-grade investment solutions across a variety of asset classes.
Industry leader with a unique investor-owned structure, delivering disciplined, long-term investment solutions trusted by advisors worldwide.
Innovator in ETFs, offering differentiated, rules-based strategies designed to enhance diversification, income, and portfolio efficiency.

Proprietary portfolios.

Betterment’s globally diversified ETF models are built using traditional investment research and behavioral insights across a range of risk and thematic preferences.

Learn more about Betterment models

Do your best work, without the busywork.

Models give you the flexibility to meet a wide range of client needs efficiently, without reinventing your investment process every time.

Built-in tax efficiency

Betterment’s tax-saving technology applies across all portfolios, helping improve after-tax results through automated rebalancing, tax-loss harvesting, asset location, and more.

Advice at scale

Spend less time building and maintaining portfolios and more time deepening client relationships and growing your business.