The simplified platform and onboarding process for clients. The Support staff are also extremely responsive and helpful, and have even followed up with me on topics months later when they had an update - a truly amazing crew! Review collected by and hosted on G2.com.

The lack of control on the advisor view. I would love to be able to filter notifications, create more customized client reports, be able to see more detail on a client's performance, allocation breakdown, and generally a better "review" experience rather than just being able to see the client's view. Review collected by and hosted on G2.com.

The automatic investment program, tax management for rebalancing, emails to clients for transfers and rollovers with next steps. Review collected by and hosted on G2.com.

Not being able to do everything from the advisor dashboard (need to hop into client side a good amount for clarity on transactions and performance). Not being able to hold/trade single stocks (I hear this is coming). Not having one dashboard for all tax forms (I have to click into each client account and download each unique form). Review collected by and hosted on G2.com.

Betterment is easy to use - both for me and my clients. They love the app. Review collected by and hosted on G2.com.

Communication and help. It would be helpful to have more help topics on their website. Review collected by and hosted on G2.com.

Automated billing features were nice to have. Review collected by and hosted on G2.com.

Too structured and no investment flexibility Review collected by and hosted on G2.com.

The ability to see what the client is seeing on their end and easy to setup accounts. Review collected by and hosted on G2.com.

I wish there was better performance reporting for individual funds. Review collected by and hosted on G2.com.

It makes it easy to set up investment accounts and get started on saving. It also assists individuals with little to no experience in investing to get started with investing without having to continuously manage the account, rebalance and ensure it is invested to their specifications. Betterment takes care of these things for the individual. Review collected by and hosted on G2.com.

You cant hold individual positions. It is also very difficult to leave Betterment if you decide to move to a different custodian. It also does some automatic communications that I did not apprecaite. Review collected by and hosted on G2.com.

Betterment for Advisors is very easy to use and quite full featured. Customer support is very responsive, answering emails with 24 hrs. Simple enough that anyone can use. Review collected by and hosted on G2.com.

I haven't found a downside of using them. Review collected by and hosted on G2.com.

The ability to open clients accounts quickly. The portfolio options for advisors. Review collected by and hosted on G2.com.

The ability not to offer individual stocks. Also, I wish you could issue a physical check for older clients. Review collected by and hosted on G2.com.

Ease of onboarding, very intuitive user interface, exceptional customer support Review collected by and hosted on G2.com.

Limited investment options, basic management tools Review collected by and hosted on G2.com.

Easy to use platform and easy for clients to sign up themselves. Review collected by and hosted on G2.com.

Cannot share repcodes. Issue with fee billing and compliance for two advisors with one case Review collected by and hosted on G2.com.