Betterment Advisor Solutions vs. Morningstar Office
A side-by-side comparison based on G2 review data.
| Metric | Betterment Advisor Solutions | Morningstar Office |
|---|---|---|
| Overall rating | 4.4 | 3.9 |
| Review count | 64 | 19 |
| Ease of use | 9.4 | 8.6 |
| Ease of setup | 9.4 | 9.1 |
| Quality of support | 8.6 | 8.7 |
| Meets requirements | 8.6 | 9.0 |
| NPS | 56.451613 | 27.777778 |
| Small Business | 97.7% | 84.2% |
| Mid-Market | 0.0% | 0.0% |
| Enterprise | 2.3% | 15.8% |
| Total page views | 956 | 66 |
| Total LLM citations | 1,800 | 212 |
Betterment Advisor Solutions
Betterment Advisor Solutions is a tech-enabled custodian built for independent RIAs, helping advisors serve more clients, more efficiently, across investing, retirement, and cash. Our automated technology–tax-efficient portfolio management, streamlined back-office operations, and highly-rated user experience–paired with dedicated support–allow you to focus on what most: delivering great advice. Upgrade your experience today and visit: https://www.betterment.com/advisors. On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards).
- Ease of Use
- Customer Support
- Simple
- Easy Setup
- Setup Ease
- User Experience
Morningstar Office
Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal.