A modern custodian to help accelerate your growth

Complement your expertise with our technology and ongoing support to better scale your practice.
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scaling
Image is hypothetical.

Technology to match your ambitions.

gears

Finding new efficiencies is key to taking your business further

Our custody platform lets you automate back-office responsibilities and optimize portfolio management so you can solve ever more complex client needs.
computercoffee

Automated back-office tooling

Instead of hiring internally, lean on us. We’re here to help with asset transfers, tax statements, audits, and anything else to support your business growth.
Jason Hamilton 2
Jason Hamilton 2
"The efficiency I get with Betterment for Advisors is second to none. 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
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Paulsyd
Paulsyd
"It's all automated. And I know that frees me up to do things that will add value to clients.”

Paul Sydlansky, Lake Road Advisors

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Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.

End-to-end support to power your practice.

  • bettermentquote

    Partners in 
your success.

    We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes.
  • techstack

    Simplify your 
tech stack.

    Our digital platform automates your most essential practice management tasks. Take care of onboarding, billing, portfolio management, and reporting all in one place.
  • gears

    Onboard new clients effortlessly.

    Set up new accounts and transfer funds faster with our simple, 100% online platform.

Ready for a conversation?

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