Financial advisors can now use Betterment to automate investment management for their clients.
Existing and new Betterment customers can continue to use our automated investing services to manage their own investments for the same low cost and peace of mind.
In 2010, we set out to democratize investing by creating Betterment, designed for both new and experienced investors alike.
Today, with nearly 50,000 customers, we have become the largest automated investing service, helping people to better manage, protect, and grow their wealth through smarter technology.
Now, we are making our smarter technology accessible to millions more people through Betterment for Advisors (formerly called Betterment Institutional), a platform that gives financial advisors the tools they need to be more productive, more efficient, and provide the best experience for their clients.
This marks an exciting new expansion for Betterment with our first advisor-oriented software solution. Since we launched Betterment, we have imagined a way to bring automation to as many investors as possible—and this expands our reach in a new way, building on our core values. Many advisors have asked for a way to use Betterment’s powerful automation technology for their own clients—and now there is a solution.
With Betterment for Advisors, financial advisors can stop producing custom reports, manually rebalancing portfolios, and managing their business in spreadsheets. Instead, advisors can better spend their time where it matters: in front of clients.
What Does This Mean for Our Customers?
The launch of Betterment for Advisors doesn’t change anything for new or current Betterment customers. People will continue to sign up for and use Betterment to benefit from smarter technology.
Betterment customers will continue to use our platform to manage and grow their savings goals by investing in a diversified portfolio of stock and bond ETFs, designed for optimal expected returns. As we grow, we will continue to put even more resources behind improving our service, building smarter technology, and creating new features for the benefit of all our customers.
ETF Selection for Portfolio Construction: A Methodology
Betterment seeks to maximize investor take-home returns, which drives our investment selection criteria and process.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.
How We Use Your Dividends and Deposits to Keep Your Tax Bill Low
Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.