Modernized client onboarding
Onboard clients to Betterment and open accounts in minutes—no paperwork required. Use our ACATS transfer and rollover tools to fund client accounts, avoiding the hassle of a paper-driven workflow.
![Plan sponsor working on a laptop with IRA dashboard on the screen](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/plan-sponsor-working-IRA.png?width=1336&name=plan-sponsor-working-IRA.png)
Dedicated support
Your dedicated relationship manager and our team of in-house operations and customer service specialists are here to support you from onboarding to funding and beyond.
![media-meet-the-team](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/media-meet-the-team.png?width=900&name=media-meet-the-team.png)
Your client command center
Co-pilot is a comprehensive dashboard that aggregates urgent client needs all in one place. Review accounts that need approval, pending ACATS transfers, missing beneficiaries, and more.
![Betterment's advisor summary dashboard screen.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/web-summary-advisor-dashboard-mobile.png)