Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Know precisely the amount of money that will be deposited into your bank account every month, without any tricks or gimmicks. This approach represents a straightforward solution for retirement tailored to the contemporary individual. Established in 2015, Due initiated its journey with an online invoicing platform aimed at assisting freelancers and small business owners. Since then, Due has enabled countless companies and freelancers to receive payments more swiftly and improve their cash flow while presenting a polished, branded format for payment requests. Within a year of launching, Due expanded its services to include payment solutions for its clientele. In addition, Due provides a diverse array of payment methods, such as eCash, eChecks, ACH, and both domestic and international credit card processing, along with a digital wallet for storing payment details and funds. The straightforward retirement metrics feature illustrates how much you'll accumulate monthly, and you have the freedom to withdraw your entire balance at any time. Signing up for our annuity takes merely five minutes, allowing you to embark on your financial journey with ease. With our user-friendly platform, preparing for a secure financial future has never been simpler.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 per month
+ 3% Interest on your money
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Betterment

Founded

2010

Country

United States

Website

www.betterment.com

Vendor Details

Company Name

Due.com

Founded

2015

Country

United States

Website

due.com

Product Features

Alternatives

Alternatives

Fidelity Reviews

Fidelity

Fidelity Investments