Expand your client base with a trusted custodian
Leverage our modern technology and custodial support so you can efficiently scale your business while continuing to best serve high-net-worth clients.
Bring on clients of any size
Access a sophisticated, easy-to-use digital experience to help gain new clients including:
- Next-generation clients
- HENRYs
- 401(k) participants
Optimize portfolio management to your firm’s needs
Build custom portfolios and access pre-built models. All with features like automated rebalancing, trading, and tax-loss harvesting. Set your practice up to rapidly grow a broader client base.
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Onboard new clients effortlessly
Set up new accounts and transfer funds faster with our simple, 100% online platform. Clients can open accounts and transfer funds in minutes.
"Account opening is simple. All the rebalancing is done, the Tax-Loss Harvesting is done. It really minimizes the intake process."
Steve Lockshin, AdvicePeriod
Steve Lockshin is an investor in Betterment. Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Steve Lockshin is an investor in Betterment. Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
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Automated back-office tooling
Instead of hiring internally, lean on us. We’re here to help with asset transfers, tax statements, audits, and anything else to support your business growth. -
Partners in your success
We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes. -
Simplify your tech stack
Our digital platform automates your most essential practice management tasks. Take care of onboarding, billing, portfolio management, and reporting all in one place.
Ready for a consultation?