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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We provide a cutting-edge web-based trading experience on a streaming HTML 5 platform. This interactive trading environment allows investors to effortlessly manage their accounts, view their portfolios, and execute trades across various devices. Additionally, our mobile and tablet applications for both iPhone and Android ensure that you can access your account on the go. We are committed to delivering exceptional customer service, and our knowledgeable brokers are available to assist you with any investment inquiries you may have. To enhance your investment acumen, you can explore informative articles curated by Ally Invest, which cover a range of investment strategies and market trends. For those who prefer self-directed investing, you can begin trading stocks and ETFs with no commission fees and without any account minimums, although other charges may still apply. It's important to review the Characteristics and Risks of Standardized Options brochure prior to engaging in options trading, as there is a potential for investors to lose their entire investment quickly. Moreover, we encourage all our clients to stay informed and make educated decisions regarding their financial journeys.

Description

Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alloy Yes 
Ascentis No 
Bennie No 
Dayforce No 
Epicor Integrated Service Estimator Yes 
Era No 
Medved Trader Yes 
Numeric No 
Obol Yes 
Paychex Flex No 
Paylocity No 
Provisian Yes 
RightCapital No 
Rippling No 
RiskExec Yes 
StocksToTrade Yes 
Utluna No 
Workday Financial Management No 
Workday HCM No 

Integrations

Alloy No 
Ascentis Yes 
Bennie Yes 
Dayforce Yes 
Epicor Integrated Service Estimator No 
Era Yes 
Medved Trader No 
Numeric Yes 
Obol No 
Paychex Flex Yes 
Paylocity Yes 
Provisian No 
RightCapital Yes 
Rippling Yes 
RiskExec No 
StocksToTrade No 
Utluna Yes 
Workday Financial Management Yes 
Workday HCM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ally

Founded

1919

Country

United States

Website

www.ally.com/invest/

Vendor Details

Company Name

Betterment

Founded

2010

Country

United States

Website

www.betterment.com

Alternatives

Alternatives

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