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Pay less for a custodian that does more

XYPN advisors get an exclusive discount on our all-in-one custodian platform—and many are already taking advantage. With flexible investing options, a suite of tax management tools, and much more, it’s clear why it’s becoming a popular choice.

I can confidently tell you that there isn't another platform with the combination of efficiency and advanced technology that they offer.”

Jason J. Hamilton, CFP®, CRPC®
Keep It Simple Financial Planning

Client. Views may not be representative. See G2 reviews.

I am grateful to have partnered with Betterment since day one. Doing so has allowed me to significantly reduce operational time spent in my business.”

Paul Sydlansky, CFP®
Lake Road Advisors LLC

Client. Views may not be representative. See G2 reviews.

Betterment Advisor Solutions has made it easier for us to serve our clients, from small portfolios to large...”

Julie Ford
Ford Financial Solutions

Client. Views may not be representative. See G2 reviews.

Dedicated support

No tiers or waiting games. Every advisor gets fast, personal support—from a dedicated Relationship Manager and a Support Team that’s ready to pick up the phone.
Impressive client onboarding

With fast account opening, seamless money movement, and zero paperwork, you can deliver a smooth onboarding experience that sets the tone for everything to come.
Flexible portfolio management

Leverage our lineup of turnkey models or build your custom model portfolios.
Integrations with the XYPN tech stack.

Connect seamlessly with the other tools that power your firm, so you can save time and deliver for your clients.
Exclusive webinar access

Our team hosts a Q&A for new XYPN members, so your firm is set up for success. Register here.
Automated tax management tools

Our platform includes smart features like tax-loss harvesting, rebalancing, tax impact preview, and capital gains allowance. All so you can do your best work—without the busywork.