See the future of portfolio management

We’re introducing a better portfolio management experience, built to endure alongside the modern advisor.

About

See our portfolio management roadmap in a live session with Betterment’s product and leadership team. You’ll get a first look at the new features launching in the coming months.

The session will also include a preview of our 2026 roadmap, including UMAs and Direct Indexing, followed by a live Q&A.

Upcoming features

Expanded single stock support. Manage portfolios across a wider range of securities, building on Betterment’s growing ETF and mutual fund universe.
Tools for more control and transparency. Run sophisticated simulations and use critical data to trade portfolios.
Powerful automation and tax management. Optimize portfolios with enhanced rebalancing, tax-loss harvesting, tax-smart portfolio transitions, asset location and intelligent withdrawals.