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Betterment

Rating:

4.7 / 5.0

Tags

Fintech, Robo-Advising, Investing, Asset Management, Personal Finance, AI in Finance

Categories:
FinanceFintech
Creator Betterment
Date 2008-01-01
Platforms Web, iOS, Android
Status Active
Website betterment.com
Price Model Subscription
Sections:
Asset ManagementRobo-Advising

Pricing Details

Subscription-based, based on a percentage of assets under management (AUM). Different service tiers (Digital, Premium) are offered with varying fees and access to financial advisors.

Features

Automated investing, diversified portfolios (ETFs), automatic rebalancing, dividend reinvesting, tax-loss harvesting, goal-based investing, financial planning tools.

Integrations

Integration with bank accounts for funding and withdrawals.

Preview

Betterment is one of the largest and most well-known robo-advisors, offering automated investment services and asset management. The platform creates and manages diversified portfolios of ETFs based on the user's goals, risk tolerance, and time horizon. Betterment uses algorithms to automatically rebalance the portfolio, reinvest dividends, and implement tax optimization strategies (e.g., tax-loss harvesting). The service is available via a web interface and mobile apps, making investing accessible and simple for a wide range of users.