+
+

Related Products

  • eToro
    31,958 Ratings
    Visit Website
  • Chime Workplace
    5 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • IUX
    930 Ratings
    Visit Website
  • Vantage
    14,866 Ratings
    Visit Website
  • Nexo
    18,609 Ratings
    Visit Website
  • Wallester
    270 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • GroupTogether
    4,762 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

Build, evaluate, and test your portfolio using analyst research and tools that feature our most advanced risk analysis and portfolio-building technology. Portfolio Creator builds your ideal ETF portfolio when you answer just a few questions. Screeners help you narrow your investment options. Retirement calculator determines how much you need to save. Easy-to-use account dashboard lets you see everything at once. Digital account opening and e-signatures allows you to get up and running quickly. Self-serve capabilities make it easy to access e-statements, contribution requests, foreign exchange requests, and more. Analyst recommendations from Morningstar provide actionable insights. Watchlist lets you monitor stocks before you start trading. Savings and investment calculators help you plan to meet your goals.

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

Traders looking for an online trading platform to buy and sell stocks, bonds, ETFs and mutual funds

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

$25 Fee
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

Qtrade
Founded: 1999
Canada
www.qtrade.ca/en/investor.html

Alternatives

Alternatives

Fidelity

Fidelity

Fidelity Investments

Categories

Categories

Integrations

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

Integrations

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