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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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Last updated: March 2026

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.

Starting price


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Betterment’s user interface

Ease of use rating:

Betterment reviews

Overall rating

4.2

/5

5

Positive reviews

80

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.80/10
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:

Activity dashboard
Alerts/Notifications
Benefits dashboard
Benefits management
Cash management
Compliance management
Customizable reports
Data import/export
Deduction management
Document management

All Betterment features

Features rating:

Activity dashboard
Alerts/Notifications
Benefits dashboard
Benefits management
Cash management
Compliance management
Customizable reports
Data import/export
Deduction management
Document management
Employee benefits administration
Employee database
Employee management
Feedback management
Financial analysis
Financial management
Forecasting
For financial institutions
For investment advisors
For investors & traders
Fund management
HR management
Investment research
Investments tracking
Online benefits enrollment
Payroll management
Performance metrics
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

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10

/user

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Betterment integrations (1)

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.

Integration rating: 4.0 (1)

We are struggling with setting up a direct API of payroll detail by pay period directly to Sage Intacct GL.

SW

Shannon W.

Senior Director of Finance

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

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