Average Ratings 0 Ratings
Average Ratings 3 Ratings
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
Investors of all kinds, from long-term holders to professional and part-time traders, can select from a range of asset classes to build a personalized portfolio, all accessible through a single platform. Our mission is to simplify the investment process, making it available to everyone without unnecessary complications. The account opening procedure is entirely paperless and designed for your convenience. With access to charts, financial insights, and news updates, you can enhance your decision-making process. We prioritize security with comprehensive two-factor authentication measures. Our platform offers advanced charting tools that enable you to identify market trends and make well-informed trading choices. You can tailor your charts using over 100 indicators, which will help you elevate your trading skills. The methods for placing cover and bracket orders are now more streamlined than ever. You have the freedom to arrange your workspaces according to your preferences, allowing you to effortlessly organize your trading systems. Additionally, you can customize the platform to align with your individual trading style using various widget features. Stay informed about the stock prices that are important to you and monitor your recent trades and overall trading activity with ease. Moreover, our platform continually evolves to meet your trading needs, ensuring a seamless experience every time you log in.
API Access
Has API
API Access
Has API
Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Google Chrome
Numeric
Paychex Flex
Paylocity
RightCapital
Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Google Chrome
Numeric
Paychex Flex
Paylocity
RightCapital
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Upstox
Founded
2016
Country
India
Website
upstox.com