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
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
End-to-end support to power your practice.
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.