The custodian that enables you to do more
Betterment Advisor Solutions is a full-service wealth management platform built for independent RIAs. Scale your practice efficiently with custody, digital account opening, portfolio management, reporting, and billing all in one place.
Image is illustrative.
See Betterment Advisor Solutions in action.
Support Team for you and your clients
We make it easy for both advisors and clients to get reliable answers to day-to-day questions. The Advisor servicing team answers calls in under two minutes.
Platform Solutions Team to get you started
Our transition specialists can handle bulk onboarding, client communications, ACATS, and more.
A Relationship Manager who puts you first
Partner with your dedicated relationship manager on what matters most to you, regardless of your firm's size. They help you maximize the platform, solve complex requests beyond daily support, and develop strategies to add value and grow your firm.
"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
-
Grow your client base
Our platform is built to help you manage your business, with features that support marketing, client acquisition, and retention efforts.
-
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.
Powered by Betterment.
We pioneered a new way to invest, combining automation and investment choice. Leverage our cutting-edge technology and a pressure-tested, delightful end user experience to grow your RIA.
Your job is planning for your clients’ future. <br> Make sure you plan for yours.
