Articles written by Ritu
FAQ: Custom Model Portfolios
Build your own custom model portfolios of ETF funds while leveraging all of Betterment’s sophisticated portfolio management features.
FAQ: Advisor Dashboard & Reporting
Frequently asked questions about the Advisor Dashboard and Reporting
Questions about Using Dimensional Funds through Betterment for Advisors
Advisors using Dimensional Funds through Betterment can create their own models from scratch or select from a range of pre-built models
FAQ: Integration Partners
Betterment has integrations set up with several third-party platforms across financial planning, CRM, and performance reporting tools.
FAQ: White-labeled ETF Model Portfolios
Build your own customized portfolios by selecting from funds in the Betterment Core Strategy.
FAQ: Betterment Cash Reserve & Checking
Betterment provides you with cash management solutions that help your clients spend and save confidently.
Client Agreement Automation
Everything you need to know about this great new feature. Scroll down to learn more and read our legal disclosures.
FAQ: Agreement Automation Process
The Betterment for Advisors Client Agreement Automation function will make onboarding your new clients fast, easy, and completely paperless.