Skip to main content

A modern custodian to help accelerate your growth

Complement your expertise with our technology and ongoing support to better scale your practice.
Schedule a demo
An advisor talking to colleagues and a bar chart illustration.

Technology to match your ambition.

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.
illustration of a pair of binoculars looking right with a shield underneath them

Optimize portfolio management.

Build custom portfolios and access pre-built models—all with features like automated rebalancing, trading, and tax-loss harvesting. Take advantage of a flexible, automated digital experience to help grow your business.
Schedule a demo
Betterment’s advisor summary dashboard screen.
Headshot of Jason Hamilton.
Headshot of Jason Hamilton.
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

Read how Jason improved client service with technology ➔

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

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.
Schedule a demo
People putting together business tools into a computer.
Headshot of Paul Sydlansky
Headshot of Paul Sydlansky
It's all automated. And I know that frees me up to do things that will add value to clients.
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.

  • An illustration of someone using Betterment app to speak with a support person.

    Partners in your success.

    We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes.
  • A toolbox with various task icons floating out of it.

    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.
  • A simplified dashboard with a profile icon at the top.

    Onboard new clients effortlessly.

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

Ready for a conversation?

Schedule a demo