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Betterment Logo

Cloud-based platform for managing investments and returns

Table of Contents

Betterment - 2026 Pricing, Features, Reviews & Alternatives

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Betterment overview

What is Betterment?

Betterment is an automated investing platform that helps users manage their money and investments using custom porftoflios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes.

Betterment's features include automated rebalancing, dividend reinvestment, and tax-efficient tools to maximize after-tax returns. Customers can set up recurring deposits. The platform also provides access to tax-advantaged retirement accounts, including Traditional, Roth, and SEP IRAs, as well as tools to help users plan for their long-term financial goals.

Key benefits of using Betterment

  • Automated investing helps you build wealth with expert-built portfolios, automated rebalancing, and tax-efficient tools.
  • Tax-advantaged IRAs allow you to save for retirement while benefiting from automated investing technology and planning tools.
  • Socially responsible investing portfolios allow you to invest according to your values.
  • Starting price


    Alternatives

    with better value for money

    Betterment’s user interface

    Ease of use rating:

    Betterment reviews

    Overall rating

    4.2

    /5

    5

    Positive reviews

    100

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.4/10
    Rating distribution

    5

    4

    3

    2

    1

    1

    4

    0

    0

    0

    Betterment's key features

    Most critical features, based on insights from Betterment users:

    Data import/export
    Investments tracking
    Performance metrics

    All Betterment features

    Features rating:

    Activity dashboard
    Alerts/Notifications
    Benefits dashboard
    Benefits management
    Cash management
    Compliance management
    Customizable reports
    Deduction management
    Document management
    Employee benefits administration
    Employee database
    Employee management
    Feedback management
    Financial analysis
    Financial management
    For financial institutions
    For investment advisors
    For investors & traders
    Forecasting
    Fund management
    HR management
    Investment research
    Online benefits enrollment
    Payroll management
    Portfolio management
    Portfolio rebalancing
    Provider management
    Real-Time data
    Reporting/Analytics
    Retirement plan management
    Risk management
    Self service portal
    Tax management
    Third-Party integrations

    Betterment alternatives

    Betterment logo

    Starting from

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    Features
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    Starting from

    10

    Per month

    Free trial
    Free version
    Ease of Use
    Features
    Value for Money
    Customer Support
    Paylocity logo
    visit website

    Starting from

    Empty state illustration for "No pricing info"

    No pricing info

    Free trial
    Free version
    Ease of Use
    Features
    Value for Money
    Customer Support
    HRsoft Compensation Management logo
    visit website

    Starting from

    Empty state illustration for "No pricing info"

    No pricing info

    Free trial
    Free version
    Ease of Use
    Features
    Value for Money
    Customer Support

    Betterment integrations (3)

    Integrations rated by users

    We looked at 5 user reviews to identify which products are mentioned as Betterment integrations and how users feel about them.

    Rippling logo
    Rippling

    Integration rating: 4.0 (1)

    The integration is important in order to simplify the payroll to 401k process.

    RS

    Ramon S.

    Director

    Other top integrations

    Betterment support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    FAQs/Forum

    Betterment FAQs

    Q. Who are the typical users of Betterment?

    Betterment has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business

    These products have better value for money


    Q. What languages does Betterment support?

    Betterment supports the following languages:
    English


    Q. Does Betterment offer an API?

    No, Betterment does not have an API available.


    Q. What level of support does Betterment offer?

    Betterment offers the following support options:
    Email/Help Desk, FAQs/Forum

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