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.
Optimizing Performance in Lower Risk Betterment Portfolios
In this methodology, we provide insight into how we optimize the performance of the lower risk bonds in Betterment's portfolios, including Smart Saver.
What’s Inside the Betterment Portfolio Strategy?
Explore the asset classes in Betterment's recommended set of portfolios. Then, take a look at the exchange-traded funds (ETFs) underlying each part of the portfolio strategy.
Take on More Control with Flexible Portfolios
You may be an experienced investor who enjoys Betterment but would like to change aspects of our recommended portfolios. Enter Flexible Portfolios.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
Select an investing goal
Answer a few questions, and we'll recommend a portfolio for you.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.