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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

Stake was founded out of the belief that investors should never settle in their pursuit of financial progress. The Stake investing platform first launched seamless access to U.S. stocks for all Australians. After expanding to NZ and the UK with that offering, the platform then launched an ASX platform with $3 CHESS-sponsored trades and an innovative SMSF alternative. The Stake investing platform allows a seamless and immersive experience from mobile and desktop devices.

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

Investors, traders, investing services, financial services, stock investors, stock traders.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
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

Stake
Founded: 2017
Australia
hellostake.com/au

Alternatives

Alternatives

Fidelity

Fidelity

Fidelity Investments

Categories

Categories

Integrations

ADP Workforce Now
Ascentis
Bennie
Dayforce
Diversiview
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Surmount AI
Utluna
Workday Financial Management
Workday HCM

Integrations

ADP Workforce Now
Ascentis
Bennie
Dayforce
Diversiview
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Surmount AI
Utluna
Workday Financial Management
Workday HCM
Claim Betterment and update features and information
Claim Betterment and update features and information
Claim Stake and update features and information
Claim Stake and update features and information