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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

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

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

Organizations needing a solution to manage and improve their financial planning operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$139.95 per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Betterment
Founded: 2010
United States
www.betterment.com

Company Information

RightCapital
United States
www.rightcapital.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Fidelity

Fidelity

Fidelity Investments
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

Agility Not Supported
Altruist Not Supported
Ascentis Supported
AssetMark Not Supported
Axos Invest Not Supported
Betterment Not Supported
Black Diamond Wealth Platform Not Supported
CircleBlack Not Supported
Dayforce Supported
Fidelity Not Supported
Interactive Brokers Not Supported
Nitrogen Not Supported
Numeric Supported
Pulse Not Supported
Redtail CRM Not Supported
Rippling Supported
SmartOffice Not Supported
Wealthbox Not Supported
Workday Financial Management Supported

Integrations

Agility Supported
Altruist Supported
Ascentis Not Supported
AssetMark Supported
Axos Invest Supported
Betterment Supported
Black Diamond Wealth Platform Supported
CircleBlack Supported
Dayforce Not Supported
Fidelity Supported
Interactive Brokers Supported
Nitrogen Supported
Numeric Not Supported
Pulse Supported
Redtail CRM Supported
Rippling Not Supported
SmartOffice Supported
Wealthbox Supported
Workday Financial Management Not Supported
Claim Betterment and update features and information
Claim Betterment and update features and information
Claim RightCapital and update features and information
Claim RightCapital and update features and information