Portfolio managementScale when you want it, control when you need it
Our suite of tools empowers you to build portfolios your way while automating most of the work of managing them.
Leverage models for effortless delivery.
Access curated portfolios built by Betterment’s Investment Team and top asset managers. Ideal for straightforward client goals, and designed to scale with your practice.
See our portfoliosCombine multiple strategies using Unified Managed Accounts.
Blend Betterment portfolios, third-party models, and custom models in a single portfolio. Rebalancing and tax management are coordinated across every model sleeve.
Coming soon: Bring Direct Indexing into the mix for sharper tax efficiency to help maximize tax-loss harvesting.
Illustrative images based on actual historical price data for one year ended 5.30.25. Performance not guaranteed, investing involves risk.
Create custom models for complex client needs.
Take full control. Choose your preferred mix of single stocks, ETFs, and mutual funds to build custom models for the most demanding of situations—all within an intuitive workflow.
TAX automationMore upside. Less upkeep.
Sophisticated tax features that can help maximize potential after-tax returns, streamline operations, and free you up to focus on what matters—delivering advice.
Harvest tax losses
automatically while keeping portfolios aligned to their target allocation.
Put rebalancing on autopilot
with sophisticated drift controls and tax-smart logic.
Get real-time insight into the expected tax impact and how it factors into a client’s capital gains allowance.
Simulate trades before execution to help optimize taxes and confidently move legacy assets.
Do your best work, without the busywork.
Unlock the power to drive better outcomes, while automating most of the ongoing management. Get in touch today.
