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
About Betterment
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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Company Information
Betterment
Founded: 2010
United States
www.betterment.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
Betterment Frequently Asked Questions
Q: What kinds of users and organization types does Betterment work with?
Betterment works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Betterment support in their product?
Betterment supports these languages: English.
Q: What kind of support options does Betterment offer?
Betterment offers support via phone support and online.
Q: What other applications or services does Betterment integrate with?
Betterment integrates with: Ascentis, Bennie, Dayforce, Era, Numeric, Paychex Flex, RightCapital, Rippling, Utluna, Paylocity, Workday Financial Management, Workday HCM, and ADP Workforce Now.
Q: What type of training does Betterment provide?
Betterment provides training in the form of documentation.
