Betterment for Advisors.
Get to know how we can help you scale your practice and deliver a better client experience.
Product features and demos.
Get step-by-step guidance on making the most of your Betterment experience.
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.
Go deep with expert insights that can help you take your practice to the next level.
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.
Understanding prior-year profit sharing
Navigate the intricacies of retirement, including pro-rata requirements, risks of top-heavy plans, and last-day allocation conditions. These insights help your clients succeed in prior-year profit sharing.
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.