What are Model Portfolios with Betterment for Advisors?

Model Portfolios allow advisors to create white-labeled portfolios, which gives you even more control in personalizing your clients’ investments. It allows you to further modify the Betterment portfolio strategy by adjusting the individual asset class weights and accessing additional asset classes. We’ll give you a risk and diversification assessment of your changes, and as with all of our portfolios, your clients will continue to have access to the same automated features available on the Betterment portfolios.