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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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.
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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.
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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.
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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.

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    Partners in your success.

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

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