Skip to main content

Your trusted partner for going independent

Mobilize our expertise and technology to help grow your new firm. Access a simple, all-in-one custodian and automate back-office tasks so you can focus on building your business.
Schedule a demo
Person on a laptop next to an illustration of a shield with a lightbulb on it.

A custodian to help you take that next step.

Realizing true independence doesn’t have to be difficult. We help you meet new responsibilities and transition confidently with custodial support that meets you where you are and takes you where you want to go.
A road with a navigation icon on one end and a flag at the other end.

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.
A diagram showing current workload transforming into a simple all-in-one platform.
A headshot of Eric Rodriguez
A headshot of Eric Rodriguez
I run a solo practice—having a solid tech stack is essential. Having a partner like Betterment helps me focus on other aspects of my business.
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.

  • An illustration of a building next to a tall bar graph.

    Automated back-office tooling.

    Instead of hiring internally, lean on us. We’re here to help with asset transfers, tax statements, audits, and anything else to support your business growth.
  • An illustration of someone using Betterment app to speak with a support person.

    Partners in your success.

    We’re here when you need us. Connect with your dedicated relationship manager or advisor support team in minutes.
  • A customizable allocation chart.

    Optimize portfolio management.

    Build custom portfolios with time-saving features like automated rebalancing, trading, tax-loss harvesting, and more.
  • A simplified dashboard with a profile icon at the top.

    Onboard new clients effortlessly.

    Set up new accounts and transfer funds faster with our simple, 100% online platform.

Ready for a conversation?

Schedule a demo