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Single stocks are here! Seamlessly build custom model portfolios with stocks, ETFs, and mutual funds.  Learn more

A better way to grow your business

Sign up today to take advantage of a special pricing offer for NAPFA members.

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Why are firms choosing Betterment for Advisors?

  • Automated portfolio management

    Leverage automated trading, rebalancing, tax-loss harvesting, and asset location.

  • Accelerated onboarding

    Enjoy fast, paperless account opening and transfer options.

  • Dedicated support

    A dedicated account manager and customer service team will work with you as you scale.

  • Seamless integrations

    Make your tech stack work for you. With automated client billing and several software integrations, we make it simple to connect more of your work and manage your practice.

  • Client experience

    Delight your clients with an intuitive portal, custom portfolios, streamlined money movement, and more.

  • Discounted pricing*

    Take advantage of a competitive advisor fee offer at $100/mo for NAPFA members (normally $150/mo). Terms apply.

Let us show you around

Request a demo today to see what Betterment for Advisors can do for your practice.
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