A modern custodian for financial planners
Betterment for Advisors was built to serve small independent RIAs. A decade later, while many custodians have shifted to serving larger firms, our focus remains the same. We're here to help you simplify portfolio management and day-to-day operations so you can focus on building your practice your way.
XYPN members can take advantage of an exclusive discount with no AUM minimums.
Why do XYPN firms choose Betterment for Advisors?
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Dedicated advisor support.
Every firm on our platform has a dedicated relationship manager and a fast, knowledgeable support team accessible by phone and email. Your custodian should have a team that’s on your side. -
Easy client onboarding.
Our paperless account opening process is fast and painless. Check it out. -
Automated portfolio management.
Leverage our lineup of turnkey models or build your own portfolios – either way, we handle the ongoing trading, rebalancing, tax loss harvesting, and asset location so it’s off your plate. -
Integrations with the XYPN tech stack.
Connect seamlessly with the other tools that power your firm so you can save time and delight your clients. -
Monthly webinar access.
Our team hosts a Q&A for new XYPN members so you’re set up for success. Register here. -
Discounted pricing.
We’ve set up special pricing with the XYPN team that makes it easy to get started.
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"After working with Betterment for Advisors for over 8 years now, I can confidently tell you that there is not another platform with the combination of efficiency and advanced technology that they offer. I would recommend considering Betterment as a partner to help you leverage your time, efforts, and energy on what matters most to clients these days—financial advice and expert guidance."
Jason J. Hamilton, CFP®, CRPC® Founder of Keep it Simple Financial Planning
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"I am grateful to have partnered with Betterment since day 1. Doing so has allowed me to significantly reduce operational time spent in my business while also presenting a simplified and transparent investment experience for my clients. Betterment has allowed me to spend more time with clients doing meaningful and personalized planning work."
Paul Sydlansky, CFP® Founder of Lake Road Advisors LLC
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"Betterment for Advisors has made it easier for us to serve our clients, from small portfolios to large, through helping them set up accounts, set allocation by goal, handle Roth conversions, check beneficiary designations, and more. We appreciate Betterment's continued improvement and expansion of the Betterment for Advisors platform."
Julie Ford Founder of Ford Financial Solutions
Non-paid clients of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Let us show you around
Schedule a demo today to see how Betterment for Advisors fits into your practice.