Betterment Advisor Solutions
Betterment Advisor Solutions is the all-in-one custodial platform built for independent RIAs. Serve more clients, more efficiently, across wealth, retirement, and cash. Power your business with automated back office and portfolio management software, backed by high-touch service and support.
Benefit Breakdown
Retail
$150/month advisor technology fee + tiered platform fee starting at 20 bps
XYPN Firms
- Advisor technology fee: $0 (Savings of $150/month)
- Platform fee: 15 bps with additional breakpoints based on total AUM (25% discount). This fee is taken out of client assets alongside your fees.
- There are no transaction fees or model marketplace fees.
You can find more details on XYPN member benefits here.
Webinar
The Betterment team hosts a monthly webinar exclusively for XYPN members. Sign up here:
https://betterment.zoom.us/webinar/register/WN_v-7oH_a-R36X9-TUlm38Rw#/registration
Account Management
Signing Up for Betterment Advisor Solutions
New or existing user? Let's get you started!
- Sign up or transfer your account online: Schedule a demo with the Betterment Advisor Solutions team directly through this link.
- Contact Sales directly: You can reach out to xypn@bettermentadvisorsolutions.com and let them know you're an XYPN member.
- What to expect after signing up: Your XYPN portal will update at the end of the month to reflect your active status as a Betterment user through XYPN.
Closing Your Betterment Advisor Solutions Account
To cancel your account:
- Email Betterment: Please directly email their team (xypn@bettermentadvisorsolutions.com) to let them know you would like to close your account.
- What happens next:
- Betterment will contact you with the next steps to close your account and your XYPN portal will update to reflect this change at the end of the month.
Leaving XYPN?
- Your Betterment discount as an XYPN member will end when your membership ends. Be sure to connect with Betterment directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.
- Contact Betterment directly for guidance on account access and data transfer.
- Learn about developing a retail relationship with Betterment by reaching out to xypn@bettermentadvisorsolutions.com.
Billing Information
- All invoicing and billing for Betterment Advisor Solutions services will be managed directly through Betterment Advisor Solutions.
Helpful Information
- Platform information
- BAS Feature Overview
- BAS Service & Support
- Sample ADV language for adding Betterment as a custodian
- XYPN member case studies
To learn more, talk to us today!