The RIA custodian helping power your growth

Betterment for Advisors is an end-to-end RIA custodian helping advisors scale their practices and deliver a high-quality, personalized client experience. By combining our technology with an advisor's personal touch, we are reimagining what's possible in wealth management and empowering you to do what's best for your clients..


Watch this short demo and see how our automated, tax-efficient portfolio management, paperless back office, and intuitive user experience empower advisors to grow their businesses and build deeper client relationships.

• Automate portfolio management
• Streamline client onboarding
• Scale your practice without needing to hire internally
  

Betterment for Advisors Case Study:
How Truepoint lowered the cost of serving more clients