Betterment
Top 3 in Top 9 Best Investment Apps
Betterment is a robo advisor built with technology that optimizes for you, creating a tailored experience that fits your needs whether you’re an investor-in-training or a stock market guru. As a leading independent digital investment advisor and fiduciary, the app is one of the best for people who are passionate about investing.
Betterment's mission is to "help people do what’s best for their money so they can live better," it helps users to:
- Weather any market with expert-built portfolios: Customize your stock-and-bond risk level with recommendations from the pros. Choose one of our optimized, curated portfolios of ETFs, or socially responsible investing options.
- Invest with tech that optimizes for you: Rebalance your portfolio and reinvest dividends automatically; Limit your tax impact with automated tools, like tax-loss harvesting and tax coordination between accounts; Set up recurring deposits on your preferred schedule; etc.
- Keep more of your money with just a $4/month payment, or pay an annual fee of 0.25% on your investing account balance when you have a total Betterment balance of $20,000 or more across any accounts you hold at Betterment, etc.
- Turn life goals into money goals: Use our projection tools to create a plan; Calculate how to reach your target with our goal forecaster.
- See the bigger picture: Get our all-in-one financial dashboard; Connect outside accounts, see your net worth, and view your investment performance, all in one place.
Cost: Digital Plan: $2.50/year for every $1,000; Premium Plan: $400/year for every $100,000; with a 30-day free trial
iOS Rating: 4.7/5
Android Rating: 4.7/5
Download:
- For iOS: https://apps.apple.com/us/app/betterment-money-management/id393156562
- For Android: https://play.google.com/store/apps/details?id=com.betterment&hl=en&gl=US
Website: https://www.betterment.com/