Episode 285 – Automation, Efficiency, and the Future of Custody with Thomas Moore
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Show Notes
Thomas Moore, Head of Betterment Advisor Solutions, shares how Betterment is reimagining custody and advisor technology to help modern RIAs scale efficiently. Drawing on his background at legacy institutions, Moore explains how Betterment’s all-in-one, tech-forward platform integrates portfolio management, billing, and reporting—eliminating inefficiencies and streamlining advisor workflows. Innovations like fully digital onboarding, solo 401(k)s, and lending solutions reflect the firm’s close feedback loop with advisors and commitment to continuous improvement.
He also explores the evolving custodial landscape and the growing demand for solutions that meet the expectations of millennial investors. By white-labeling tools, automating client communications, and supporting advisor branding, Betterment helps firms deepen relationships while maintaining scalability. Looking ahead, Moore sees opportunity in blending high-touch service with smart automation to drive the next wave of advisor growth.
Resources: Betterment.com/Advisors