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Average Ratings 0 Ratings
Description
Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.
Description
Gain direct access to over 50 financial markets worldwide through your EXANTE account, including major exchanges such as NASDAQ, the London Stock Exchange, and the Tokyo Stock Exchange.
This service is tailored for private investors seeking seamless entry to a variety of global trading venues and the ability to manage everything from a single multi-currency account. You can trade stocks, ETFs, bonds, futures, options, metals, and both fiat and cryptocurrencies.
For wealth and asset managers catering to multiple clients, EXANTE offers the ability to introduce new exchange-traded and OTC instruments to your clientele while benefiting from simplified multi-account management and detailed reporting tools. The platform enhances investor relations and personal wealth services, backed by round-the-clock customer support.
Additionally, private financial agencies managing investments for affluent families and groups can take advantage of flexible jurisdiction options, effortless asset transfers, and top-notch investor protection through our award-winning platform that is globally licensed. This comprehensive approach ensures that all your investment needs are met with professionalism and efficiency.
API Access
Has API
API Access
Has API
Integrations
ADP Workforce Now
ATAS
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Integrations
ADP Workforce Now
ATAS
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Betterment
Founded
2010
Country
United States
Website
www.betterment.com
Vendor Details
Company Name
EXANTE
Country
Cyprus
Website
exante.eu/