About Betterment
Betterment is a leading robo-advisory platform designed to simplify investing and wealth management through automation and intelligent financial tools.
Betterment Details
Vendor
Betterment
Year Launched
2010
Location
United States
Deployment
cloud, ios, android, web browser
Training Options
documentation, live online, demo, account manager, community
Countries Served
All Countries
Languages
English
Users
Individual Investors, Financial Advisors, Retirement Planners, Wealth Managers, Portfolio Managers, Investment Analysts
Industries Served
Financial Services, Wealth Management, Personal Finance, Investment Advisory
Tags
Investment Management, Robo-Advisor, Financial Planning, Wealth Management, Automated Investing
Betterment's In-App Market Place
Does Betterment have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
Usd ($)
Pros & Cons
- Includes retirement and savings tools for holistic financial planning approach
- Offers diversified portfolios reducing risk through asset allocation strategies
- User-friendly interface suitable for beginners and non-technical investors
- Tax-loss harvesting helps offset gains and improves after-tax investment returns
- Automates investing decisions reducing need for constant market monitoring effort
- Cash account interest rates are variable and subject to market changes
- Relies heavily on ETFs limiting exposure to individual stock opportunities
- Advisory fees may reduce returns compared to self-managed investing strategies
- No direct ownership of individual securities in automated portfolios
- Lacks advanced trading tools required by professional or active traders
Betterment's Support Options
Email Address
support@betterment.comContact
(718) 400-6898.Documentation
https://www.betterment.com/resources