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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Elayne simplifies the complexities of estate planning and estate settlement by offering a single platform for organizing documents, managing finances, and guiding families through critical decisions. Its powerful AI analyzes your accounts and uploaded documents to assess your estate readiness, highlight gaps, and recommend actions that strengthen your legacy. Families can securely connect, share information, and collaborate with a built-in network that keeps everyone aligned. For those navigating loss, Elayne generates a personalized roadmap that covers legal tasks, financial steps, and administrative responsibilities. A human concierge is available to provide compassionate support and answer questions every step of the way. Automated workflows uncover financial accounts, file claims, and streamline asset transfers to minimize delays. Security and privacy are core to the platform, with bank-level encryption, SOC II certification, HIPAA compliance, and MFA built in. Elayne helps families plan confidently and handle loss with structure, clarity, and care.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Utluna
Workday Financial Management
Workday HCM

Integrations

ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Utluna
Workday Financial Management
Workday HCM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$24/month
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

Elayne

Founded

2024

Country

United States

Website

www.elayne.com

Product Features

Alternatives

Alternatives

Fidelity Reviews

Fidelity

Fidelity Investments