What’s new from Betterment Advisor Solutions

What’s new from Betterment Advisor Solutions Jun 30, 2025 6:06:27 PM Discover the latest products and features launched in Q2 2025, designed to give advisors more control, flexibility, and transparency. Table of Contents Portfolio management Billing SBLOCs Advisor experience New Advisor Exchange episode We’re continuously building out new tools and enhancements to help you work smarter not harder. In Q2, we introduced a wave of powerful updates—including a major acquisition and new portfolio management features designed to give you greater control and customization with less manual effort. Expanded support for legacy and concentrated positions Build custom models with ETFs, mutual funds, and now single stocks. Our latest update gives you more control without adding complexity and helps you: Bring legacy and held-away assets into a long-term strategy—powered by TLH, rebalancing, and smart withdrawals that minimize the tax impact. Use sell-only substitutes with ETFs, mutual funds, and single stocks to unwind concentrated positions gradually. You can leverage sell-only substitutes when incorporating your clients' legacy positions into your target model's asset allocation, without buying additional shares during rebalancing. Here’s what’s changed: More control over rebalancing: This functionality allows you to add additional tickers to your security groups for greater control over rebalancing behavior in your custom model portfolios. Tax-efficient exposure: Betterment will help reduce exposure over time according to your instructions with our tax-efficient algorithms. Read more about sell-only substitutes. The future of portfolio management Our recent acquisition of Rowboat Advisors, a portfolio optimization software, paves the way for direct indexing capabilities on the platform. Over the coming months, we’ll be introducing new features that deliver more customization, intelligent automation, and enhanced flexibility to support your firm’s unique needs. Be on the lookout for: Tools for more transparent trading: Run sophisticated simulations and use critical data to better understand trade impacts and make more informed decisions. Expanded portfolio options: Create and edit portfolios with a wider range of options that work seamlessly with rebalancing, tax-loss harvesting, tax-smart portfolio transitions, asset location and intelligent withdrawals. Watch our latest webinar to learn more about what’s to come in 2026, including UMAs and direct indexing. Reduced ACH payment timelines Big news: We’ve shortened our payment processing time from 12 days down to just 5 business days. You’ll get paid sooner, with more transparency. With billing and fee tracking fully integrated into the platform, it’s easy to see exactly what you’re owed each cycle—no spreadsheets, no guesswork. The result: a cleaner more efficient, billing experience that helps you stay compliant, minimize error, and save time. Upgraded mutual fund transactions Give your clients the clarity and confidence they expect when moving assets, with updates that: Eliminate withdrawal discrepancies due to fluctuating Net Asset Value (NAV). Improve fee-assessment precision, reducing the risk of over/undercharges and aligning with regulatory expectations. Simplify tax reporting for clients by ensuring the amount withdrawn matches the amount received. A faster lending solution Securities Backed Lines of Credit (SBLOCs) with Betterment Advisor Solutions give your clients access to the value of their Betterment assets as lines of credit without liquidating investments. Fast and flexible for your clients: It’s a simple, automated application process, giving your clients immediate access to their credit line after approval. Streamlined for your firm: Leverage an integrated borrowing solution that complements your investment management practice. Register for our webinar to learn more and explore how SBLOCs can become a valuable tool for serving high net-worth clients. Save your seat Securities-Backed Lines of Credit (SBLOCs) are offered by The Bancorp Bank, N.A., Member FDIC, to Betterment clients. Betterment is not a bank. See more in disclosures. Guided client tours for winning new plans Win prospects and onboard with confidence with our new Clients Tours tab. This highly requested update enables you to give plan sponsor clients a guided demo around our platform. Access client tours in the left rail of your advisor dashboard. Planning strategies for the equity-rich and cash-constrained Client. Views may not be representative. See reviews at G2. In our latest episode of The Advisor Exchange, Natalie Taylor, CFP®, founder of the Goodland Group, discusses how she maximizes planning for an underserved segment: mid-career tech professionals with complex equity compensation packages. From navigating RSUs and AMT to rethinking the AUM model and scaling with values-based planning, Natalie shares the strategies, tech, and mindset that have shaped her fast-growing firm. Watch now. It’s been a busy year—see what we launched in Q1, or get in touch with our team to learn more. Book a demo.