Enhancing your client experience
Powerful, user-friendly technology to connect with your clients.
![A woman using a laptop.](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/woman-laptop.jpg?width=729&name=woman-laptop.jpg)
With Betterment we can serve as many people as possible. Automation and efficiency are key to our profitability, because we provide great service at a higher client to advisor ratio vs. the industry.
Brad Felix, TruePoint Wealth Counsel
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Account aggregation.
Sync held-away accounts to our white-labeled portal so that your clients can see all of their savings in one place.
![Two puzzle pieces with a Betterment logo overlaid on them.](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/puzzle-logo.png?width=500&name=puzzle-logo.png)
Self-directed portal.
Empower your clients with our interactive portal that helps cut down on day-to-day inquiries and gives your clients greater insight into their investing experience.
![Betterment dashboard for First Road Advisors’ client with general investing and retirement goals, net worth, performance, and scheduled deposits.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/web-summary-dashboard-mobile.png)
Goal-based planning.
Our customizable account structure allows you to better manage household accounts, create bucketing strategies, and help your clients work toward their long-term goals
![Two on track goals, one for Lisa's College Fund, and another for Our Greece Getaway.](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/lisas-college-fund-greece-getaway.png?width=917&name=lisas-college-fund-greece-getaway.png)
Powerful planning tools.
Engage with your clients on a deeper level with our portfolio analysis, retirement planning, and performance tracking tools.
![A goal to Retire in the Mountains that is currently on track with a target amount of $850,000 and target date of May 2050..](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/goal-on-track.png?width=854&name=goal-on-track.png)