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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
Stake was founded on the belief that investors shouldn't settle for less than financial success. Stake's investing platform launched seamless access for all Australians to U.S. stocks. After expanding into NZ and the UK, the platform launched an ASX platform that offered $3 CHESS sponsored trades and an innovative SMSF option.
The Stake platform offers a seamless, immersive experience on mobile and desktop devices.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Diversiview
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Diversiview
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
Stake
Founded
2017
Country
Australia
Website
hellostake.com/au