Betterment Advisor Solutions
Betterment Advisor Solutions is a tech-enabled custodian for independent RIAs, combining custody and essential practice management software in one platform.
Data & Custody
Betterment Advisor Solutions is a tech-enabled custodian for independent RIAs. We empower advisors to manage their book with flexible, robust portfolio management software, automated back office tools, and comprehensive advisor support. From model management to customizable billing and multi-channel client solutions across cash, investing, and 401(k)s, Betterment Advisor Solutions helps firms streamline operations and scale efficiently without sacrificing control.
More Data & Custody partners
Data & CustodyCharles Schwab
Greenboard partners with Schwab to deliver secure brokerage and custodial data that powers automated trade oversight and personal trading compliance.Explore Charles Schwab
Data & CustodyRBC
RBC Clearing and Custody delivers secure brokerage and custodial data to Greenboard, powering automated trade oversight and personal trading compliance.Explore RBC
Data & CustodyMorningstar
Morningstar powers Greenboard’s custodial and personal account data feeds, enabling automated trade oversight and seamless personal trading supervision.Explore Morningstar
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