Technology to match your ambition.
Finding new efficiencies is key to taking your business further. Our custody platform lets you automate back-office responsibilities and optimize portfolio management so you can solve ever more complex client needs.
![illustration of a pair of binoculars looking right with a shield underneath them](https://www.betterment.com/hs-fs/hubfs/Graphics/webpage-graphics/binoculars-and-shield-with-checkmark.png?width=745&name=binoculars-and-shield-with-checkmark.png)
![Headshot of Jason Hamilton.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/headshot-jason-hamilton.png)
![Headshot of Jason Hamilton.](https://www.betterment.com/hubfs/Graphics/webpage-graphics/headshot-jason-hamilton.png)
The efficiency I get with Betterment for Advisors is second to none. I have been able to scale much faster and serve a more financially diverse client base than I could with a traditional custodian.
Jason Hamilton, Keep It Simple Financial Planning
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
![Headshot of Paul Sydlansky](https://www.betterment.com/hubfs/Graphics/webpage-graphics/headshot-paul-sydlansky.png)
![Headshot of Paul Sydlansky](https://www.betterment.com/hubfs/Graphics/webpage-graphics/headshot-paul-sydlansky.png)
It's all automated. And I know that frees me up to do things that will add value to clients.
Paul Sydlansky, Lake Road Advisors
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
End-to-end support to power your practice.
-
Partners in your success.
We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes. -
Simplify your tech stack.
Our digital platform automates your most essential practice management tasks. Take care of onboarding, billing, portfolio management, and reporting all in one place. -
Onboard new clients effortlessly.
Set up new accounts and transfer funds faster with our simple, 100% online platform.