The independent custodian built for independent advisors
Scale your practice with custody, digital account opening, portfolio management, reporting, and billing all on one platform.
"Betterment's features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice."
Matt Lohrius
Ritholtz Wealth Management
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
“Betterment Advisor Solutions is just huge from a technology standpoint. Everything is so easy and intuitive for the client. And that saves us a lot of time.”
Matt Lohrius
Ritholtz Wealth Management
Ritholtz Wealth Management
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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Grow your client base
Our platform is built to help you manage your business, with features that support marketing, client acquisition, and retention efforts.
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A platform that can do it all
Manage cash, investing, and retirement in one place, consolidate client accounts, and provide more comprehensive planning and advice. -
Focus on what matters
By offloading low-value tasks, you can spend more time building client relationships and delivering comprehensive advice.
Scale your practice with Betterment Advisor Solutions.
