Betterment for Advisors now offers more investment flexibility than ever before. Build your own custom model portfolios of ETFs while leveraging all of Betterment's sophisticated portfolio management features including:

  • automated rebalancing
  • tax-loss harvesting
  • asset location
  • tax-optimized sales for withdrawals
  • glide path rebalancing

 

Betterment will incorporate your firm's capital markets assumptions into our planning, advice, and projection features for a seamless client experience.

Custom model portfolios are available at no additional cost to all firms on the Betterment for Advisors platform.1

Get in touch to learn more.

 

1 Assuming minimum asset levels

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