Betterment Institutional gives you the time to focus on what matters most: building personal relationships with your clients.
Spend time being your client’s trusted advisor.
We provide a quick and easy signup process, reducing hours spent opening accounts and setting up portfolios. Spend your time having the important, more meaningful conversations with your clients about the things that matter most to them – topics such as their estate planning, budgeting for wealth transfer, long-term wealth goals, and risk mitigation.
Rely on automated tools for back-office tasks.
Time you spend doing paperwork is time you aren’t spending building client relationships and adding value. The software does all the trading, paperwork, and billing so you don’t have to.
The Betterment Institutional team will work with you to manage your practice, making sure the technology integrates into your existing business and you get the most value.
Just because some of wealth management is becoming commoditized, doesn't mean that you have become commoditized. We'll help you by providing the hours you need to be the best advisor you can be.
A delightful client experience
Help your clients make smarter financial decisions through clearer communication and an interactive experience.
We help you encourage smarter behavior for your clients.
Help your clients by setting up guardrails around changes and transactions to avoid negative impacts. We help prevent costly tax mistakes and encourage clients to contact you for advice.
Help your clients feel confident about their investments.
Your clients want a clear understanding of their progress. With Betterment Institutional, you can provide them with a self-service view of their investments, with a simple, secure experience.
Clients can review their goals and outcomes and turn to you when they’re ready to make a decision.
We’re your backup customer support bench.
We direct your clients to contact you with questions, but when they need more help, our customer support team is there 7 days a week by phone, email, or live chat.