![Betterment For Advisors dashboard screen.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/b4a-hero-landscape-mobile.png)
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Automate portfolio management.
Our vertically integrated solution helps you build and manage custom model portfolios with options you can enable like automated trading, rebalancing, tax-loss harvesting, asset location, and more.
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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.
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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.
Innovative, automated back-office technology.
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.
![investment-review](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/investment-review.png?width=1132&name=investment-review.png)
Efficient portfolio building tools.
Construct your own models with our custom model portfolio builder, or select from a number of expert-built options in our model marketplace. Serve your clients' needs in a way that meets their investing preferences.
![A Betterment Core Portfolio with a moderate allocation, and a Climate Impact Portfolio with an aggressive allocation.](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/core-climate-impact-portfolios.png?width=891&name=core-climate-impact-portfolios.png)
A better client portal.
Our robust self-directed client experience enables your clients to get a clear view of their wealth with portfolio analysis, retirement planning, and performance tracking tools.
![two-people-laptops-connected](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/two-people-laptops-connected.png?width=657&name=two-people-laptops-connected.png)
![betterment-for-advisors-partner-integration-logos](https://www.betterment.com/hubfs/Graphics/webpage-graphics/betterment-for-advisors-partner-integration-logos.png)