What’s new from Betterment Advisor Solutions

What’s new from Betterment Advisor Solutions Jun 30, 2026 4:17:48 PM More advisor control and automation across onboarding, portfolio management, and billing with smarter allocations, migration insights, and streamlined invoicing. Get more control and automation at every step of the client experience. Now you can onboard clients with smarter initial allocations, migrate accounts with deeper portfolio insights, and enable itemized invoices at every fee assessment. Table of contents Portfolio management Smarter initial allocation Increased visibility on portfolio changes Upcoming: Fully Paid Securities Lending Program Billing New: Client invoices Onboarding Docusign on client agreements Integrations Slant Greenboard Retirement AI plan benchmarking How Defining Wealth built a retirement practice from scratch using our platform Top content How a former Dimensional VP kept his investment philosophy and now runs a lean, modern practice on Betterment Tax-smart charitable giving for your clients Launching soon: AI-powered onboarding, direct indexing & unified managed accounts Smarter initial allocation Select a portfolio strategy and Betterment will assign an appropriate starting risk level based on account type, goal, and time horizon. You can always override it, but the initial allocation work is done for you. Clients’ accounts land in a smarter starting default, and you can deliver consistency across your entire book. Increased visibility into bulk portfolio migrations Get a clear view of how portfolio changes will affect clients at scale before execution. The bulk migrations flow now surfaces expanded details on your selected migration strategy, including rebalancing status, gains allowance remaining, and the number and types of accounts impacted. Log in to explore now You can now enroll clients in our Securities Lending Program Your clients will be able to earn additional income on eligible shares they already hold through our upcoming Fully Paid Securities Lending (FPSL) Program. Through FPSL, clients can lend fully paid stocks and ETFs from their Betterment account to institutional borrowers. Your clients will share the income generated from these loans, while maintaining economic ownership of their investments including the ability to sell their shares at any time. Enrollment is open now; lending and payouts will begin once the program launches, with Betterment facilitating the process, making it easier for both clients and advisors. Learn more Automated client invoices Starting in July, you can automatically generate and deliver itemized client invoices at the time of every fee assessment, so you can focus on your clients—not your compliance checklist. Each invoice includes billing period dates, total fees assessed, fee formula, AUM basis, and itemized Betterment and advisor fees. Invoices are published in your dashboard and in your client’s documents tab with optional email notification, helping ensure consistent delivery of required billing details. Explore billing Client agreements with Docusign Docusign is now integrated into client onboarding and account opening. You can send client agreements for electronic signature, capturing the client's name, initial, email and the date signed. You can also maintain multiple versions of your client agreement, designating one as the firm default and selecting the right version for each household at onboarding. Through the new Client packages tab, you’ll have access to all of your households’ signed agreements, with the ability to review timestamps, and download individual or bulk pdfs. Each package includes client agreements plus key Betterment documents such as Form ADV, Form CRS, and the privacy policy. Explore our client agreement automation Two new integrations that help you streamline manual tasks Slant: Get a clearer view of what needs your attention. Slant combines CRM, AI note-taking, data enrichment, and project management in one platform. You can interact with client records, automate workflows, and surface next steps without manual CRM upkeep. Greenboard: Simplify compliance monitoring with the ability to access Betterment data. Greenboard pulls account information through the ByAllAccounts feed at no additional cost, helping reduce manual oversight and streamline compliance workflows. View all integrations AI-powered benchmarking With our new AI-powered benchmarking tool, you can easily contextualize how a plan's participation and contribution rates stack up against national benchmarks. The refreshed plan sponsor dashboard brings everything else into focus too, putting priority tasks, plan insights, and payroll status in one place, so sponsors and advisors can quickly see what needs attention. How Defining Wealth expanded into 401(k)s without growing headcount Jacob Gardner, co-founder of Defining Wealth—an RIA serving Millennial and Gen Z entrepreneurs in Nashville—needed a 401(k) solution for his business-owner clients but lacked retirement plan infrastructure and a team already stretched to capacity. That’s when he turned to a platform he was already familiar with. With Betterment, he launched three plans without adding headcount. The setup was straightforward. Jacob stepped into the 3(38) investment manager role, taking full discretionary authority over plan investments, while Betterment handled compliance and day-to-day operations as the 3(16) partner. That meant he could expand into retirement services without hiring a specialist, building new infrastructure, or disrupting what was already working. Learn more about our 401(k) solution One custodian, no excess overhead When Massimiliano De Santis, a former vice president at Dimensional Fund Advisors, launched his own RIA, he set out to find a partner that could keep the practice lean without compromising his investment approach. He chose Betterment Advisor Solutions as his sole custodian, a platform uniquely suited to his clientele that took on the day-to-day execution of investment management, compliance recordkeeping, reporting, and back office operations, while the investment thinking remained entirely his own. The result was a self-sustaining practice that freed him to focus on what matters most, building client relationships and driving growth. Take a look inside his practice What's next for our portfolio management suite Portfolio management is entering a new phase. For years, advisors have had to choose between automation and control, stitching together different systems to get the flexibility, tax optimization, and customization they needed. What we demoed live earlier this month represents one built-in system where high-growth firms can thrive — new advisor controls, expanded portfolio construction capabilities, and deeper tax-smart automation designed to help firms personalize more without sacrificing scalability. Here's what's live, what's launching soon, and why it adds up to something advisors don't want to miss: AI-powered onboarding, direct indexing, unified managed accounts, and new tax simulation tools. Watch a preview Why charitable giving may be your most underutilized client conversation Bring tax-smart charitable giving into client conversations with Daffy, a modern donor-advised fund platform available on Betterment that helps advisors integrate giving into broader planning strategies. In a recent webinar, Betterment sat down with Adam Nash, CEO and co-founder of Daffy, to discuss the case for DAFs in today’s tax landscape. They covered real client scenarios, including tax-efficient rebalancing, contribution bunching, and high-income year planning. The session also provided an overview of Daffy’s platform and how advisors can incorporate charitable giving into their planning conversations. Watch the webinar Log in to explore what’s new, or reach out to your relationship manager if you’d like to take a closer look at any of these features. If you’d like to take a look around with someone from our team, book a demo.