Better service
and support to grow your RIA
Get a team of specialists you can count on while the incumbents have you on hold. Your partners include:
- Dedicated Relationship Manager for high-touch support
- Implementation Team to simplify asset transfers
- Support Team to answer day-to-day questions for you and your clients
A Relationship Manager who puts you first
Partner with your dedicated relationship manager on what matters most to you, regardless of your firm's size. They help you maximize the platform, solve complex requests beyond daily support, and develop strategies to add value and grow your firm.
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Implementation Team to get you started
Our transition specialists can handle bulk onboarding, manage client communications, ACATS, and more. -
Support Team for you and your clients
We make it easy for both advisors and clients to get reliable answers to day-to-day questions in minutes.
“I don’t want to work with Schwab. I’d rather be part of something where they’re actually listening to their advisors.”
Joshua Rigden
Risemint
Risemint
“I have no other partners. It's all Betterment.”
Paul Sydlansky
Lake Road Advisors
“I'm really impressed with Betterment Advisor Solutions’ customer service. Leveraging the power of Betterment allows me to do more for my clients than I ever could on my own.”
Derek Tharp
Conscious Capital
“The support team I get with Betterment Advisor Solutions is second to none.”
Jason Hamilton
Keep It Simple Financial Planning
Keep It Simple Financial Planning
“Betterment made the switch from Schwab super easy. From account opening to the transfer of assets, they make the experience seamless for both the advisor and client.”
Jeremy Sharp
Redeem Wealth
Redeem Wealth
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Training to make the most of our platform
We provide resources and materials to optimize our technology at your firm. Stay as productive as possible with tailored workflows to meet your needs.
Templates and resources for current and future clients
We provide resources and materials to optimize our technology at your firm. Stay as productive as possible with tailored workflows to meet your needs.
401(k) advisor support
Partner with a retirement specialist who can help you build 401(k) solutions into your practice.
Your partner in growing your RIA.