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Betterment

Brand: Betterment

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Betterment Software Overview

Betterment Company Details

Founded Year:  2008

Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.

Director/Founders Eli Broverman, Jon Stein
Company Size 1-100 Employees

Betterment Pricing & Plans

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Betterment Features

  • icon_check Portfolio Management
    Manage diversified investment portfolios with automated allocation, monitoring, and adjustments based on investor goals.
  • icon_check Investment Planning
    Create investment strategies based on financial goals, risk tolerance, investment horizon, and available capital.
  • icon_check Goal-Based Investing
    Set financial goals and receive investment strategies designed to help achieve targets over a defined investment period.
  • icon_check Automated Investing
    Automate portfolio investing, asset allocation, recurring contributions, and other investment activities with minimal effort.
  • icon_check Robo Advisory
    Use automated financial guidance to build and manage diversified investment portfolios based on individual investor profiles.
  • icon_check Asset Allocation
    Allocate investments across asset classes according to selected goals, risk tolerance, and recommended portfolio strategies.
  • icon_check Portfolio Rebalancing
    Automatically rebalance portfolios when allocations move away from their target percentages to maintain the desired strategy.
  • icon_check Risk Assessment
    Evaluate investor risk tolerance and align portfolio recommendations with individual financial objectives and preferences.
  • icon_check Retirement Planning
    Plan and invest for retirement using goal-based strategies, retirement accounts, projections, and long-term portfolio management.
  • icon_check Investment Tracking
    Monitor investment balances, portfolio performance, contributions, returns, and account activity from a centralized platform.
  • icon_check Performance Analytics
    Analyze portfolio performance, investment returns, allocation changes, and progress toward financial goals over time.
  • icon_check Diversification Management
    Build diversified portfolios across multiple asset classes and securities to help manage investment concentration risk.
  • icon_check Portfolio Analysis
    Review portfolio composition, asset allocation, investment performance, and diversification to support informed decisions.

Betterment Specifications

Supported Platforms
Windows Windows iOS iOS Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
Finance Financial Institutions Share Market Stock Market BFSI
Business Specific
Stock Market Trading Finance Services
Business Size
Individual Small Business Startups Medium Business Enterprises
Customer Support
Phone Email
Language
English
Training Resources
Documentation Videos

Betterment Review

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.