Why SoftwareWorld Chooses Betterment:

“SoftwareWorld likely chose Betterment based on user reviews highlighting its user-friendly interface, robust investment tools, and efficient automated portfolio management. Users appreciate its low fees, personalized financial advice, and goal-based investing features. The platform's strong customer support and educational resources also contribute to its positive reputation, making it a preferred choice for both novice and experienced investors.”

Highly Recommended

Betterment Overview

Betterment is a cutting-edge investment management software that helps individuals and businesses optimize their investment portfolios through automated wealth management and financial planning tools. By utilizing algorithms and data analytics, Betterment creates personalized investment strategies based on the user’s financial goals, risk tolerance, and time horizon. The software offers a diversified approach to investing, automatically rebalancing portfolios to maintain optimal asset allocation, thus ensuring that the investments align with the user’s preferences. Betterment also provides personalized advice, including tax-efficient strategies and retirement planning tips, to ensure that users make informed financial decisions. With its easy-to-understand interface and transparent fee structure, Betterment makes investing accessible to everyone, from beginners to experienced investors. The platform also tracks portfolio performance, providing detailed reports on growth, returns, and any necessary adjustments. By automating portfolio management and providing expert advice, Betterment takes the guesswork out of investing, helping users grow their wealth with minimal effort and time commitment.

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Contact Details

  • Vendor Name Betterment
  • Founded
  • Location United States

Support

  • Email Email
  • FAQs/Forum FAQs/Forum

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Software, Construction, Consumer Services, Education Management, Oil & Energy

Betterment Features

  • Arrow Icon Self Service Portal
  • Arrow Icon Vacation/Leave Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Disability Insurance Administration
  • Arrow Icon Time Off Requests
  • Arrow Icon Document Management
  • Arrow Icon Applicant Tracking
  • Arrow Icon Life Insurance Administration
  • Arrow Icon Health Insurance Administration
  • Arrow Icon Attendance Tracking
  • Arrow Icon Benefits Management
  • Arrow Icon Compliance Management
  • Arrow Icon Retirement Plan Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Recruitment Management
  • Arrow Icon Deduction Management
  • Arrow Icon Online Benefits Enrollment
  • Arrow Icon Compensation Management
  • Arrow Icon HR Management
  • Arrow Icon Employee Database
  • Arrow Icon Sick Leave Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Performance Management
  • Arrow Icon Employee Database
  • Arrow Icon Applicant Tracking
  • Arrow Icon Compensation Management
  • Arrow Icon Employee Management
  • Arrow Icon Recruitment Management
  • Arrow Icon Employee Profiles
  • Arrow Icon Succession Planning
  • Arrow Icon Benefits Management
  • Arrow Icon Time & Attendance
  • Arrow Icon Learning & Development
  • Arrow Icon Self Service Portal
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Employee Onboarding
  • Arrow Icon Training Management
  • Arrow Icon Payroll Management
  • Arrow Icon Sick Leave Tracking
  • Arrow Icon HR Management
  • Arrow Icon Calendar Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Vacation/Leave Tracking
  • Arrow Icon Document Management
  • Arrow Icon 360 Degree Feedback
  • Arrow Icon Time Off Management
  • Arrow Icon Compliance Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Attendance Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Employee Recognition
  • Arrow Icon Real Time Data
  • Arrow Icon Progress Tracking
  • Arrow Icon Goal Management
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Engagement Tracking
  • Arrow Icon Employee Onboarding
  • Arrow Icon Chat/Messaging
  • Arrow Icon Pulse Surveys
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Gamification
  • Arrow Icon Training Management
  • Arrow Icon Benchmarking
  • Arrow Icon Feedback Management
  • Arrow Icon 360 Degree Feedback
  • Arrow Icon Performance Metrics
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Communication Management
  • Arrow Icon Employee Reward Programs
  • Arrow Icon Question Library
  • Arrow Icon Employee Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Employee Database
  • Arrow Icon Negative Feedback Management
  • Arrow Icon Employee Portal
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Betterment Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Betterment FAQs

Betterment is a cutting-edge investment management software that helps individuals and businesses optimize their investment portfolios through automated wealth management and financial planning tools. By utilizing algorithms and data analytics, Betterment creates personalized investment strategies based on the user’s financial goals, risk tolerance, and time horizon. The software offers a diversified approach to investing, automatically rebalancing portfolios to maintain optimal asset allocation, thus ensuring that the investments align with the user’s preferences. Betterment also provides personalized advice, including tax-efficient strategies and retirement planning tips, to ensure that users make informed financial decisions. With its easy-to-understand interface and transparent fee structure, Betterment makes investing accessible to everyone, from beginners to experienced investors. The platform also tracks portfolio performance, providing detailed reports on growth, returns, and any necessary adjustments. By automating portfolio management and providing expert advice, Betterment takes the guesswork out of investing, helping users grow their wealth with minimal effort and time commitment.

  • No, Betterment does not offer a free version.

  • Yes, Betterment offers a free trial.

  • No, Credit Card details are not required for the Betterment trial.

  • No, Betterment does not offer an API.

  • Betterment offers support with the following options:
    • Email , FAQs/Forum

  • Betterment supports the following languages:
    • English

  • Following are the typical users of the Betterment:
    • Self-Employed , Small-Business , Midsize-Business

  • Betterment supports the following deployment:
    • Cloud Hosted

  • Betterment supports the following devices and operating systems:
    • Web-Based