Milemarker adds Betterment Advisor Solutions integration for RIAs

Milemarker has launched an integration with Betterment Advisor Solutions that lets independent RIAs pull Betterment custody data into one firm-owned environment for reporting, analytics and automation. The move is aimed at firms that juggle multiple systems and want a unified view across custodians, CRMs and portfolio tools.

Why it matters: - Independent RIAs often operate across several systems of record at once, which makes a full view of client assets and activity harder to maintain. - The new integration lets Betterment Advisor Solutions accounts sit alongside data from other custodians and tools in one environment. - Firms can use that unified data set for reporting, analytics and automation without separate Betterment exports.

What happened: - Milemarker announced an integration with Betterment Advisor Solutions on September 29, 2026. - The integration is available today to all Milemarker clients. - Advisory firms that custody assets at Betterment can now bring account data into Milemarker’s Data Engine. - The Betterment data is normalized with the rest of a firm’s technology stack.

The details: - The integration covers accounts, positions, transactions and balances. - Data arrives through an encrypted SFTP feed. - Milemarker validates and loads the data into a Snowflake environment owned by the firm. - The data is structured in the same schema as every other source connected to Milemarker. - That makes a Betterment account look the same to dashboards, reports and workflows as an account held at another custodian. - Firms can see assets, households and accounts across every custodian in one view, including Betterment. - Firms can build dashboards and reports that span the full book of business. - Firms can analyze cash, asset flows and account growth consistently across custodians. - Firms can configure automation workflows that act on Betterment accounts alongside CRM and portfolio data. - Firms keep ownership of their data in a firm-controlled Snowflake environment. - Milemarker’s Data Engine now structures and normalizes data from more than 690 connections, including 270 built for wealth management.

Between the lines: - The integration pushes against a common RIA pain point: fragmented data that forces exports, spreadsheets and custom pipelines. - Betterment’s custodial platform gains a broader role in the tech stack if firms can connect its data to other operational systems more easily. - The product pitch is not just access to Betterment data, but interoperability across the rest of a firm’s workflow. - Milemarker is positioning its Data Engine as the place where custodial data becomes usable across reporting and automation.

What's next: - Firms that custody with Betterment can review the connection details on the Milemarker Betterment integration page. - Firms can contact the Milemarker team at milemarker.co/contact to get started. - Betterment account data will continue flowing through Milemarker’s normalized model for existing reporting, analytics and automation use cases.

The bottom line: - The integration gives RIAs using Betterment a way to unify custodial data with the rest of their firm data without building custom pipelines.