Your trusted partner for going independent
Mobilize our expertise and technology to help grow your new firm. Access a simple, all-in-one custodian and automate back-office tasks so you can focus on building your business.
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.
"I run a solo practice—having a solid tech stack is essential. Having a partner like Betterment helps me focus on other aspects of my business.”
Eric Rodriguez, WealthBuilders
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.
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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. -
Optimize portfolio management
Build custom portfolios with time-saving features like automated rebalancing, trading, tax-loss harvesting, and more. -
Onboard new clients effortlessly
Set up new accounts and transfer funds faster with our simple, 100% online platform.
Ready for a conversation?