Skip to main content

Grow your RIA
your way

Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs. Get the technology and support to serve more clients, more efficiently, across investing, retirement, and cash.

Book a demo
A collection of images that show Betterment Advisor Solutions home screen, pending actions screen, an advisor using a laptop, next to 3 feature callouts that read scalable technology, dedicated support, and intuitive client experience.
  • 5starsnerdwallet
  • bankrate-BAS
  • Investopedia-BAS
See full disclosures for award details.

Technology to match your ambition.

Power your business with automated back office and portfolio management software, giving you the freedom to serve clients your way.
Eliminate redundant software with a vertically-integrated platform that combines custody with essential practice management software.
Learn more
current-tech-stack
Book a demo

Here to support your practice.

Based on Betterment Advisor Solutions' survey, 2024 and internal metrics for the Advisor Servicing Team, July 2023-June 2024.

98% of advisors

are satisfied with Betterment Advisor Solutions as their custodian.

2 minutes

response time for 98% of support calls.
Based on Betterment Advisor Solutions' survey, 2024 and internal metrics for the Advisor Servicing Team, July 2023-June 2024.

Better service and support to grow your RIA.

From onboarding and setup to daily troubleshooting and practice management consulting—we’re here for you while the incumbents have you on hold.
costumersuccess

Support Team for you and your clients

We make it easy for both advisors and clients to get reliable answers to day-to-day questions in minutes.
dollar-arrows

Implementation Team to get you started

Our transition specialists can handle bulk onboarding, manage client communications, ACATS, and more.
meeting-BAS

A Relationship Manager who puts you first

Partner with your dedicated relationship manager on what matters most to you, regardless of your firm's size. They help you maximize the platform, solve complex requests beyond daily support, and develop strategies to add value and grow your firm.
Matt-BAS
Matt-BAS
"Betterment's features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice."
Matt Lohrius
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Matt-BAS
Matt-BAS
“Betterment Advisor Solutions is just huge from a technology standpoint. Everything is so easy and intuitive for the client. And that saves us a lot of time.”
Matt Lohrius
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store

Tools to support acquisition and retention.

Get ahead of the curve with cutting-edge, cost-saving technology that helps your practice compete for clients and improve their outcomes.
  • Graph

    Grow your client base

    Our platform is built to help you manage your business, with features that support marketing, client acquisition, and retention efforts.

  • Clip path group

    A platform that can do it all

    Manage cash, investing, and retirement in one place, consolidate client accounts, and provide more comprehensive planning and advice.
  • conversation

    Focus on what matters

    By offloading low-value tasks, you can spend more time building client relationships and delivering comprehensive advice.

Powered by Betterment.

We pioneered a new way to invest, combining automation and investment choice. Leverage our cutting-edge technology and a pressure-tested, delightful end user experience to grow your RIA.
apps
★★★★★
4.8 rating
67,600 reviews§
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
possibilities

Your job is planning for your clients’ future.
Make sure you plan for yours.

Book a demo