Help increase profitability with a segmentation tool.
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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
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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.
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"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.
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"The Betterment platform significantly lowers our cost of doing business. Automation and efficiency are key to our profitability because we provide great service at a higher client-to-advisor ratio vs. the industry."
Brad Felix, Commas
End-to-end support to power your practice.
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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.