Description: Betterment for Advisors—the RIA custodian helping to power your growth.
Streamline your client experience. Set up client accounts and transfer assets onto the Betterment for Advisors platform in a cinch with our streamlined paperless onboarding process.
Lean on our team. We’re here to help you grow – your dedicated relationship manager and our operations and customer service teams partner with you to scale your practice without needing to hire internally.
Leverage automated, tax-efficient tools designed to help manage your clients' investments and minimize tax impact on returns, all while streamlining administrative tasks like client onboarding, account setup, billing, and more.