1. [Home](https://www.g2.com/) 2. ... 3. [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) 4. [Betterment Advisor Solutions Discussions](https://www.g2.com/products/betterment-advisor-solutions/discuss) [ ![Betterment Advisor Solutions](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_bcbdb45ab92f617d7c641c21590925b0/betterment-advisor-solutions.png "Betterment Advisor Solutions") ![Reward for good Betterment Advisor Solutions reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37303/medal.svg "Reward for good Betterment Advisor Solutions reviews") ](/products/betterment-advisor-solutions/reviews) # Betterment Advisor Solutions Discussions Betterment Advisor Solutions is a tech-enabled custodian built for independent RIAs, helping advisors serve more clients, more efficiently, across investing, retirement, and cash. Our automated technology–tax-efficient portfolio management, streamlined back-office operations, and highly-rated user experience–paired with dedicated support–allow you to focus on what most: delivering great advice. 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. - **3** discussions - · **100%** answered ![Betterment Advisor Solutions](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_bcbdb45ab92f617d7c641c21590925b0/betterment-advisor-solutions.png "Betterment Advisor Solutions") Betterment Advisor Solutions Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **3** discussions ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 5 months ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Do+you+support+direct+indexing%3F&title=Do+you+support+direct+indexing%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fdo-you-support-direct-indexing) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Do+you+support+direct+indexing%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fdo-you-support-direct-indexing&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fdo-you-support-direct-indexing) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Do+you+support+direct+indexing%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fdo-you-support-direct-indexing%0aDo+you+support+direct+indexing%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Do+you+support+direct+indexing%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fdo-you-support-direct-indexing%0aDo+you+support+direct+indexing%3F) - Copy link - [ ## Do you support direct indexing? ](/discussions/do-you-support-direct-indexing) Do you support direct indexing? 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