dimensional fund advisors betterment for advisors

We’re excited to announce that the availability of Dimensional funds through Betterment for Advisors is coming soon. Betterment’s streamlined technology will help make it even easier for advisors to design and manage Dimensional fund-based portfolios.

Betterment for Advisors offers automated, integrated portfolio management with no additional per transaction trading fees—and, of course, an intuitive, branded experience for you and your clients.

Soon, advisors with access to Dimensional funds will be able to trade directly on the Betterment for Advisors platform at one of the lowest fees in the industry.

Here's what this partnership can do for you:

  • Improve profitability. Paperless onboarding, automated cash flow processing, and regular rebalancing can mean quicker client acquisition.
  • Save money for your clients. A single, transparent wrap fee and no additional per transaction trading fees can mean that your clients’ portfolios can grow faster.
  • Build deeper relationships with your clients. You’ll have a white-labeled dashboard and CRM tools that help make it easy to communicate with clients, and they’ll have access to our intuitive portal on web and mobile.
     

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