I like the simplicity and scale of Betterment Advisor Solutions. The email help support is also very fast and helpful. I value the activity reports a lot because they let me show and explain everything happening internally to my clients. The initial setup was very easy. Review collected by and hosted on G2.com.

Need to be able to request or make manual trades. If a client wants to add and/or subtract a position from their portfolio, I need to go all the way back into my custom portfolios and make the edits there, then log back into the client and assign them the new model. When making this adjustment, I may accidentally update other clients with this model so then I'd new to make them their own custom model. Also, when a new position is ACTed, its hard to just isolate that position to make the sale. I need to reach out to customer support for assistance. It would be nice to see trade details without needing to download and open an activity report. Especially when it comes to rebalancing, reinvesting dividends, tax loss harvesting, or systematic withdrawal details, as this type of management helps performance and is very hard to do manually. Review collected by and hosted on G2.com.

I love how easy Betterment Advisor Solutions is to use. The interface is very simple and straightforward, making my work much more manageable. The customer service is also a big plus—they're always very helpful whenever I reach out and I get very quick replies. They're informative and provide helpful feedback and guidance which I appreciate. Betterment Advisor Solutions is quite versatile since there are so many different accounts that can be held there. The initial setup was extremely easy, and I’ve had nothing but good experiences with it. Transfers within Betterment are very easy, and there’s always help when I need it. Review collected by and hosted on G2.com.

I don't dislike anything, but it would be helpful to have more account types, like 529s. Review collected by and hosted on G2.com.

I find the user interface of Betterment Advisor Solutions to be super slick, and our clients really like it too. It solves a lot of our problems around manual work for our clients, and giving them a self-service portal has been a game changer for us. It's super scalable and has allowed us to serve our smaller investment account size clients since it's as simple as sending an account opening link, and they're able to handle the bulk of the work after that. The initial setup is super seamless and easy to use. Also, from a trading standpoint, it's great because all of our portfolios are prebuilt into the Betterment system. Their algorithm and software handle all the trading, rebalancing, and tax loss harvesting, which is very helpful. Additionally, Betterment streamlines our client services, makes it a more seamless experience, enables a quicker account opening process, and allows us to serve a larger number of clients without adding work to our client service team. Review collected by and hosted on G2.com.

There's not much. The only thing I would say is maybe for some of the more complex cases, it can get a little bit challenging where we're doing things like opening up complex trusts or holding positions where we don't want them to be traded. Betterment allows a lot of automation, but we need to stay on top of it to ensure things are set up properly so that trades don't happen erroneously. Review collected by and hosted on G2.com.

I find Betterment Advisor Solutions to be a wonderful platform. It's really easy for me to use, and it simplifies the process of managing my clients' needs because I can see all their financial accounts in one place. It's very uncomplicated, and I can easily open new accounts and service current clients. I also love that the platform lets me see individual clients and 401(k) accounts. Additionally, I had a great experience with the setup, as the Betterment advisor team walked me through each individual step, allowing me to get everything set up smoothly within a day. Review collected by and hosted on G2.com.

I think one thing that I would love for them to do is to create a demo where I can show potential clients what the platform looks like, how it's used, and how they can use it. Because I think that can add value to me as an individual because it's such a good platform that it's great to just show clients. Review collected by and hosted on G2.com.

I find Betterment Advisor Solutions to be very efficient and intuitive, which helps a firm with many accounts manage clients effectively. The software is friendly to use and allows us to scale and grow our business with accounts of any size while maintaining a high degree of customer service. The initial setup was very easy, with Tia providing incredible help. I just gave her the data, and she got everything set up and sent out to our clients. Review collected by and hosted on G2.com.

We use a lot of individual stocks, and they don't have a lot of individual stocks on their platform. So they have to manually go add them. It'd be easier if they had every stock available to purchase on the public markets available on their platform immediately. Review collected by and hosted on G2.com.

I use Betterment Advisor Solutions to manage small business 401k plans for my clients and for client account management. I'm grateful for their technology, especially how efficiently they apply it to 401k plans. I appreciate their diligent communication and service as they have clearly invested resources to address early growing pains and have improved over time. The initial setup was very easy, and I hardly remember it. Review collected by and hosted on G2.com.

They could improve the automated guidance for advisors, business owners, and participants, particularly during the complex setup and management stages. Adding more digital guardrails would help ensure everyone fully understands the plan details and specific costs involved. Review collected by and hosted on G2.com.

I appreciate how easy it is to use Betterment. The customer service is top notch and I feel confident that no matter what issues may arise, they will help me solve them with ease. Every associate I have dealt with has been courteous and gone above and beyond my expectations. Review collected by and hosted on G2.com.

Nothing....great experience! Anything you need to do within the platform is simple, from moving assets to wiring funds. Review collected by and hosted on G2.com.

I really appreciate the ease of use and how user-friendly Betterment Advisor Solutions is. The platform is intuitive and the helpfulness of the team stands out. Setting up was super easy because Betterment Advisor Solutions handled all the work transferring accounts and even provided sample language to notify clients. Review collected by and hosted on G2.com.

There have been times where Betterment Advisor Solutions requires extra 'hoops' to climb through. An example would be clients setting up a bank account link, where we've had to ask the client to provide additional documentation. There was one instance where the client had to provide proof of account or identity, which made it a long process, and the new client almost decided not to bring their account over. Review collected by and hosted on G2.com.

I love that Betterment Advisor Solutions is very easy to use and tech forward. The support is top-notch with a personal support person available either via email or through a calendar link for meetings, which helps me throughout the whole process. I also really like that line employees can connect their external accounts and transfer their IRAs to Betterment. The yield savings account, called a cash reserve account, has no fees and is FDIC insured up to $2,000,000 for single accounts and $4,000,000 for joint accounts, which I find very beneficial. Review collected by and hosted on G2.com.

Not much. We are always trying to lower fees but the value is with the fee here. Review collected by and hosted on G2.com.

I like how easy Betterment Advisor Solutions is to use. It's super simple to understand what I'm doing and what my clients need. It makes sure they're getting exactly what they need done in an efficient manner. It integrates with my financial planning software, RightCapital, and I really appreciate that. Review collected by and hosted on G2.com.

I would like additional reporting features and the ability to pull data across households without going into each individual user's portal. Being able to download things like contributions or gains for the year all in one portal would be helpful instead of getting the information for each household separately. Review collected by and hosted on G2.com.