I use Betterment Advisor Solutions for most of my investment management services. The ease of opening accounts and managing the day to day is extremely easy. The interface is great and intuitive, which is something I really like, even though they tend to be constantly tweaking it. I appreciate the customer service, as it has definitely gotten better over the years, and if I have any questions, I can reach out and get a fast and accurate response. Clients love the look of the website. Review collected by and hosted on G2.com.

How often things are changed on the website without notifying us first. Review collected by and hosted on G2.com.

I like that Betterment Advisor Solutions is easy to use, which makes it convenient for me to manage my 401K business and new investors. I appreciate that I can charge a fee to generate recurring income for my practice. It's also easy to get an account started; I just send the client a link via email, and the Robot does the rest to open the account. This was the only option available to me, and it's worked wonderfully. The initial setup took less than 20 minutes, and I rate it a 10+ for recommending to others. Review collected by and hosted on G2.com.

You need more alternative investments and individual stocks. Review collected by and hosted on G2.com.

I love Betterment Advisor Solutions. We use Betterment to manage our clients' investments and high-yield savings accounts. Betterment handles product selection, rebalancing, tax-loss harvesting, billing and reporting, and advisor support. It has a great front end that allows clients to get real-time performance reporting and account access. The new account process is paperless and often very easy, making client onboarding fast and painless. The paperless process makes opening new accounts faster and lowers the risk of errors. The initial setup of Betterment Advisor Solutions was very easy. Review collected by and hosted on G2.com.

I wish Betterment had an auto-RMD feature. Scheduling auto RMDs for clients would be a great time saver. Review collected by and hosted on G2.com.

I appreciate the modern user interface, the responsive help and support, as well as the convenience of setting up an account without any paperwork. Review collected by and hosted on G2.com.

While managing individual legacy positions can be somewhat more complex, I find that the benefits of modern rebalancing and the availability of low-cost investment options make it worthwhile overall. Review collected by and hosted on G2.com.

I like the goals-based interface of Betterment Advisor Solutions, which really improves the user experience for clients. It's also very easy to use, and they offer a great selection of investments. I especially appreciate their overall investment philosophy. I find the portfolio construction, setting up payments, tax loss harvesting, and smart transitions to be very valuable features. Additionally, the initial setup was very easy. Review collected by and hosted on G2.com.

Nothing I dislike. I think the goal icons have gotten a bit too plain, and I wish there was a way to save performance reports quarterly. Review collected by and hosted on G2.com.

Betterment provides clients with a sense of control over their financial accounts. The app functions smoothly, giving users the flexibility to make deposits and withdrawals as needed. Additionally, the customer service team is responsive and handles issues effectively when they come up. Review collected by and hosted on G2.com.

It is difficult to generate performance reports for accounts, as there is no straightforward method available. Additionally, advisors do not have the option to select which emails they receive in response to different client events. Review collected by and hosted on G2.com.

Really easy to use for client, professional and admins. They have really nice prompts to help make your business better. Like emails that can be sent to request the client add a beneficiary to their account. Review collected by and hosted on G2.com.

Really slow to load clients in the search bar. Review collected by and hosted on G2.com.

I use Betterment Advisor Solutions for handling smaller accounts that we don't manage at Fidelity. It's a great small account solution because it has lower fees. I appreciate the ability to open up accounts easily and quickly for the client. The setup is pretty easy too. Review collected by and hosted on G2.com.

They don't have a state tax withholding tool, especially for Indiana, so we can't withhold state tax for distributions. Review collected by and hosted on G2.com.

All of the information I need is at my fingertips. Support is helpful, as well. Review collected by and hosted on G2.com.

There is a lot to learn and digest about the platform as an advisor. Review collected by and hosted on G2.com.

I find the platform very nice to use and it's really user-friendly. I also like that Betterment Advisor Solutions is tech-forward. Review collected by and hosted on G2.com.

I think the processes, especially with the 401(k), take a long time. Partially, it's because of their response times. I think they need to hire more staff so that responses can be quicker. The adviser should also be able to see where we are in the process on their dashboard. Review collected by and hosted on G2.com.