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Introducing Custom Model Portfolios. Learn more


Ritu Malhotra

Ritu Malhotra

About Ritu

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: Security & Privacy

Learn more about Betterment's security and privacy policies

FAQ: Agreement Automation Process

The Betterment for Advisors Client Agreement Automation function will make onboarding your new clients fast, easy, and completely paperless.

Using Dimensional Funds through Betterment for Advisors

Approved to use Dimensional Funds and ready to customize your own portfolios? It’s easy to create and brand your own custom portfolios from scratch or…