+
+

Related Products

  • eToro
    29,698 Ratings
    Visit Website
  • OANDA
    52,335 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Capitalcore
    69 Ratings
    Visit Website
  • IUX
    888 Ratings
    Visit Website
  • Nexo
    16,471 Ratings
    Visit Website
  • Zil Money
    604 Ratings
    Visit Website
  • Wallester
    260 Ratings
    Visit Website
  • Orion
    18 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website

About

Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals.

About

Unlike banks that let your cash sit idle in your accounts, we use technology to help you grow all your money effortlessly. We can help you save or invest your extra cash automatically. Decide how much money to keep for bills and emergencies, and sweep the rest to categories or your investment account. Stay in control, without the manual transfers. Grow your long-term wealth with our recommended portfolio, or build your own. We’ll automatically reinvest dividends, rebalance your portfolio, and find ways to maximize your after-tax returns. And with our Tax-Loss Harvesting strategy, we can lower the taxes you pay as you invest. We can help you save or invest your extra cash automatically. Decide how much money to keep for bills and emergencies, and we’ll automatically move extra cash to the account of your choice. Smart enough to avoid overdrafts, and you always have complete control.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Betterment is ideal for individuals and business owners seeking an easy, tech-driven way to invest, save, and plan for retirement with tax-efficient strategies and expert guidance

Audience

Online Brokers and Trading platform for investors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Betterment
Founded: 2010
United States
www.betterment.com

Company Information

Wealthfront
Founded: 2011
United States
learn.wealthfront.com

Alternatives

Alternatives

Fidelity

Fidelity

Fidelity Investments

Categories

Categories

Integrations

Numeric
Utluna
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Paychex Flex
Paylocity
RightCapital
Rippling
Workday Financial Management
Workday HCM
Zenefits

Integrations

Numeric
Utluna
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Paychex Flex
Paylocity
RightCapital
Rippling
Workday Financial Management
Workday HCM
Zenefits
Claim Betterment and update features and information
Claim Betterment and update features and information
Claim Wealthfront and update features and information
Claim Wealthfront and update features and information