Related Products
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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.
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About
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Portfolio management solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBetterment
Founded: 2010
United States
www.betterment.com
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Company InformationSmartleaf
Founded: 1999
United States
www.smartleaf.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
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Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
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