Betterment Advisor Solutions: The RIA custodian helping power your growth
Get to know how we can help you scale your practice and deliver a better client experience. As your end-to-end custodian, our cutting-edge technology can help you scale your practice.
Introducing smart transitions
Our new smart transitions tooling allows you to efficiently move clients into a Betterment portfolio.
Getting the basics of client onboarding
Examine the fundamental steps for bringing new clients into Betterment. This includes creating client households and selecting investment strategies, streamlining the entire process.
How to sync external accounts
Understand how to easily connect external accounts like 401(k), savings, and brokerage accounts. Help your clients plan for the future by consolidating all their financial information in one convenient location.
Linking a bank account for deposits
We'll show you how you can easily link back accounts for deposits with Betterment for Advisors.
Webinar: Introducing a better solo 401(k)
Solo 401(k)s can be a game-changer for advisors and self-employed clients. Tune in to our webinar to see how Betterment’s solo 401(k) can help you maximize clients’ tax-advantaged retirement savings and elevate your advisory services.
Tax-Smart Transitions for growth-minded advisors
Portfolio transitions can be one of the biggest barriers to growth for advisors—slowing onboarding, creating tax drag, and adding operational complexity. But they don’t have to be. In this webinar, we’ll show how leading advisors are using smarter, tax-aware technology to help streamline transitions, reduce risk, and deliver greater value to clients—without the manual burden.
Webinar date: 06/03/2025 at 1pm ET
Webinar date: 06/03/2025 at 1pm ET
Plan smarter, scale faster with Betterment for Advisors
In our latest webinar with XYPN, learn how XYPN member, Ryan Frailich, CFP®, built his firm from the ground up using Betterment for Advisors as his custodian. Discover how he uses our powerful tools and XYPN’s tech stack to scale as a solo practitioner.
How will AI impact financial advice?
Explore the future of financial advising with experts from Betterment for Advisors. See how AI and personal advice intersect, learn strategies to keep a human touch, and adapt your value proposition.
How to simplify your tech stack and help accelerate growth
With competing demands on your time, it’s critical to make sure that your tech stack is propelling your business forward. Betterment for Advisors discusses how integrated custodial technology can help you save time and scale better.