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.
How Does Betterment Calculate Investment Returns?
Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.
Smart Saver Gets Smarter with Cash Analysis
Cash analysis is Betterment’s tool for helping you decide how much extra cash you have to move into Smart Saver.
Acceptable Reasons for Holding Unused Cash in Smart Saver
When you aren't yet sure when or how to spend or invest your unused cash, we offer Smart Saver, a managed account designed to handle your extra cash.
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.
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.
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.