Portfolio construction Deliver the outcome you envision

Every investment decision should be yours to make. Our suite of tools gives you the freedom and control to build portfolios that reflect your strategic vision.

Leverage models for effortless delivery.

Access curated portfolios built by Betterment’s Investment Team and top asset managers. Ideal for straightforward client goals, and designed to scale with your practice.

See our portfolios

Tap into Direct Indexing and UMAs.

Launching in 2026, these advanced strategies will deliver even more control and capability for the modern advisor.

Create custom portfolios for complex client needs.

Take full control. Choose your preferred mix of single stocks, ETFs, and mutual funds to build custom models—all within an intuitive workflow.

TAX automation More upside. Less upkeep.

Sophisticated tax features that can maximize returns, streamline operations, and free you up to focus on what matters—delivering advice.

Harvest tax losses
automatically while keeping portfolios aligned to their target allocation.
Put rebalancing on autopilot
with sophisticated drift controls and tax-smart logic.
Get real-time insight into the expected tax impact and how it factors into a client’s capital gains allowance.
Simulate trades before execution to optimize taxes and confidently move legacy assets.

"Betterment for Advisors is already head and shoulders above other custodians with their modern intuitive user interface and technology suite of tax tools."

Martha Kern, Plan First Wealth

“Betterment made the switch from TD Ameritrade super easy. From the account opening, to the transfer of assets, Betterment's process, tools, and technology makes the experience seamless for both the advisor and client. The advanced technology that we can now take advantage of benefits my clients first, saves me hours as an advisor, and in turn allows me the ability to spend more time building relationships..."

Jeremy Sharp, Redeem Wealth

“I have been able to scale much faster and serve a more financially diverse client base than I could with a traditional custodian.”

Jason Hamilton, Keep It Simple Financial Planning

Do your best work, without the busywork.

Unlock the power to drive better outcomes, while automating most of the ongoing management. Get in touch today.