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Efficiently manage your practice

Streamline your back office and automate crucial tasks with our powerful advisor portal and a dedicated relationship manager.
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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.

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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.

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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.

Flexible billing

Create custom asset-based, fixed fee, or tiered billing plans and set the frequency your clients are charged. We collect the fees for you and pay them out automatically.

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See how our platform can help grow your practice.

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