Betterment Advisor Solutions

Betterment Advisor Solutions is a leading, all-in-one custodial platform for independent RIAs.

[Betterment Advisor Solutions @Better4Advisors]

On-demand billing is live. Effortlessly charge for one-off services and bill any amount at any time.

🔗 Explore the feature today: https://t.co/PRSorR35fD

Billing is top of mind for us because it’s top of mind for you. Stay tuned for more enhancements in the coming year.

[Betterment Advisor Solutions @Better4Advisors]

Innovation doesn’t happen by chance. The latest upgrades to our portfolio management experience were built with purpose and precision.

Get a glimpse into how our team of engineers and product managers are building better for advisors.

📍Learn more here: https://t.co/axcdAmVSIv

[Betterment Advisor Solutions @Better4Advisors]

Launching an RIA? Don’t stop at brand and clients.

We’re joining @Wealthbox to show advisors in launch mode how CRM + custodian alignment creates leverage and sets the foundation for long-term growth.

Save your seat: https://t.co/KUKlILkiSl

[Betterment Advisor Solutions @Better4Advisors]

Join our upcoming webinar series to explore the newest additions to our model marketplace, including portfolios from Goldman Sachs Asset Management, State Street Investment Management, and Vanguard.

🔗 Register today: https://t.co/PuosmP28dT

[Betterment Advisor Solutions @Better4Advisors]

More choice is here. We’ve expanded our lineup of models from leading asset managers, built to work with our tax management suite.

Explore the marketplace: https://t.co/5R6618fiKY

[Betterment Advisor Solutions @Better4Advisors]

Tomorrow is #GivingTuesday! Help clients give strategically this year.

With Daffy, the modern DAF available on our platform, they can donate appreciated shares to help maximize tax savings.

🔗: https://t.co/IUdotJQqCM

[Betterment Advisor Solutions @Better4Advisors]

Just a reminder that employee contribution elections must be made by December 31, 2025, though your clients may continue funding as both an employee and employer until April 15, 2026.

Advisors, now’s the time to review plans, fund accounts, and maximize tax benefits.

[Betterment Advisor Solutions @Better4Advisors]

The 2026 T3 Software Survey is open. This is your chance to weigh in and make your voice heard.

Your feedback helps the industry understand which tools are delivering real value for advisors. 

🔗: https://t.co/NFsCEN5P3e

[Betterment Advisor Solutions @Better4Advisors]

With the Fed rate cut, your clients’ variable Cash Reserve rates are changing, too. The good news? They’re receiving ~9x the national average.

Learn more: https://t.co/kf5qLktpOi

[Betterment Advisor Solutions @Better4Advisors]

New: Trade-level preview before rebalancing.

Get greater visibility into your client’s expected tax impact—down to the position level.

No surprises. No blind spots. Just full-picture precision.


🔗 Take the interactive tour: https://t.co/eZv8xA4NNK

[Betterment Advisor Solutions @Better4Advisors]

NEW: A more tax-efficient billing option is here.
You can now opt to have fees drawn from Cash Reserve first, then taxable, and finally retirement accounts. This simple flow adds tax efficiency at scale, without adding extra work on your end.
Learn more: https://t.co/P88aaYL8qK

[Betterment Advisor Solutions @Better4Advisors]

NEW: Advisors now have access to single stocks in custom model portfolios.

When paired with our powerful tax automation, you can bring in legacy holdings, unwind concentrated positions, and scale personalization.

Tour the experience today: https://t.co/wdlOWlofOT

[Betterment Advisor Solutions @Better4Advisors]

Behind every great platform is a team that makes it all work seamlessly. Meet our Advisor Implementation Team—the people who deliver a truly white-glove onboarding experience to every advisor we serve.

[Betterment Advisor Solutions @Better4Advisors]

Creating a strategic plan of action for your tech stack doesn’t have to be complex.

Use our ranking tool to guide your firm’s strategy in as little as 30 minutes 👇
https://t.co/09zwVnk6gY

[Betterment Advisor Solutions @Better4Advisors]

Our RIA survey found that the top 3 most important features an RIA software provider could offer for advisors were billing (52%), financial planning software (51%), and performance reporting software (51%).

Do you agree?

Read the full report here: 🔗 https://t.co/GRSx68k1lN

[Betterment Advisor Solutions @Better4Advisors]

If you're an advisor planning on buying new software, remember these important steps to stay on course:

1) Assess the strengths & weaknesses of your current tech stack
2) Map out your firm's tech strategy
3) Create a change management plan

Learn more: https://t.co/xgZpc6Q5Ja

[Betterment Advisor Solutions @Better4Advisors]

What are the greatest challenges faced by RIAs when implementing technology? Advisors responding to our survey named customer service (54%) and team training and implementation timelines (52%) as major pain points.

What do you think?

Read more: 🔗 https://t.co/wTAEJ87RAa

[Betterment Advisor Solutions @Better4Advisors]

Advisors: how do you talk to clients about market uncertainty within an evolving political environment?

While policy changes can create short-term volatility, historical data shows that markets tend to rise over time.

Insights: 🔗 https://t.co/R5X4EypX1t

[Betterment Advisor Solutions @Better4Advisors]

What will the markets bring in 2025? It's top of mind for your practice, and for us too.

Our analysts are watching 3 key developments across US stocks, AI & the dominance of technology firms, and the new US administration.

Read our perspective here 🔗 https://t.co/LjhxRHcCNw

[Betterment Advisor Solutions @Better4Advisors]

Can AI help your clients save on taxes? Check out how in our feature with @Inc 🔗 https://t.co/ju3zBJYXdF