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Case study How Sound Financial seamlessly transitioned their book in 90 days

See why Sound Financial transitioned their book of business to Betterment Advisor Solutions — and how the decision helped the team cut costs, improve advisor satisfaction, and invest more time in client service.

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Switching to a new custodian as a growing, independent firm

In their hunt for a new partner, Sound Financial prioritized:

  • Efficient pricing that could be customized to their business goals and philosophy
  • Innovative solutions to streamline onboarding and reduce tech stack fragmentation
  • An elegant client experience, with transparency at the core.

 

Read on to see how Betterment Advisor Solutions helped this independent RIA seamlessly transition 90% of their clients' assets in just 90 days — and how they've grown since the move.

 

 

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