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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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.
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.
Tax Loss Harvesting+ (TLH+) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Betterment’s TLH+ feature.
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.
"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
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.
"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
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.
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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. -
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. -
Onboard new clients effortlessly.
Set up new accounts and transfer funds faster with our simple, 100% online platform.
Ready for a conversation?