Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash. Power your business with automated back office and portfolio management software, backed by high-touch service and support. From onboarding and setup to daily troubleshooting and practice management consulting—we’re here for you while legacy custodians have you on hold. Upgrade your experience today and visit: https://www.betterment.com/advisors. On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards). Betterment reimburses G2 for this expense. Receiving an incentive to provide a review may make a customer more likely to portray Betterment favorably. Reviews may not be representative of the experience of others and past success does not guarantee future results.