Partnering with you.

Your new, paperless back office.

Our software automates and streamlines the operational side of your business so you can focus on spending more time with clients and growing your business.

Account opening in minutes.

You and your clients can open accounts in minutes, without the cumbersome paperwork.

Automated billing.

We automatically track, calculate, debit, and distribute fees.

Streamlined accounting.

We keep a record of client transaction history and provide you and your clients with all necessary tax forms.

Branded client communication.

Client emails about cash flows, tax loss harvesting, and other important actions are automated and come directly from you.

Tax-efficient, automated portfolio management.

You don’t have to spend time manually setting up your clients’ portfolios and worrying about rebalancing, asset location, or tax loss harvesting. Our technology automates trading and portfolio management, so you can spend time where it counts.

Rebalancing.

We automatically rebalance your clients’ portfolios using deposits and dividends, helping to reduce their taxes.

Tax loss harvesting+.

Tax Loss Harvesting+ runs regularly, and it’s available to you and your clients at no extra cost.

Tax-Coordinated Portfolio.

You can help boost your clients’ after-tax returns with our automated asset location feature.

Fractional shares.

With fractional shares, every dollar is fully invested in the market within days.

Low-cost, ETF-based portfolios.

We help you meet your clients' needs by investing their money in ETF-based portfolios from Betterment and leading asset managers, including Vanguard and GSAM.

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An intuitive experience.

Manage your business, view detailed client information, and oversee client portfolios all from one intuitive dashboard. And, you’ll have access to dedicated, advisor support seven days a week.

Ready to deliver a whole new kind of experience?

Request a Demo

Member of Securities Investor Protection Corporation

Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Looking out for investors' accounts is a legal duty.

Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.