AIPick
Tools/Betterment

Betterment

Robo-advisor investment platform that manages a portfolio using automated algorithms.

betterment.com
Screenshot of Betterment
webiosandroid

What is Betterment?

Betterment automatically builds and rebalances an investment portfolio based on a person's goals and risk tolerance, using algorithmic (not human-advisor) decision-making to manage day-to-day investment allocation.

Key features

  • Automated portfolio construction based on goals and risk tolerance
  • Automatic rebalancing and tax-loss harvesting
  • Goal-based planning tools (retirement, house down payment)
  • No account minimum for the digital investing plan

Pricing

Paid

Management fee starting around 0.25% of assets managed annually

Verify on the official pricing page →

Betterment use cases

  • 1Start investing without picking individual stocks manually
  • 2Automatically rebalance a portfolio as markets shift
  • 3Plan and track progress toward a specific savings goal
  • 4Reduce taxable gains through automated tax-loss harvesting

Who is Betterment for?

New and passive investorsPeople saving for retirement or a specific goalInvestors who prefer automated over hands-on management

Reviews

Your rating
Ease of use
Features
Value for money
Customer support
Would you recommend it?

Be the first to review Betterment.

Alternatives to Betterment

⇄ Build a side-by-side comparison →