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Description
Betterment is a pioneering robo-advisor that uses artificial intelligence to provide automated investment management accessible to everyone. Featuring AI-Driven Portfolio Selection based on personal goals and risk tolerance. Automatic Rebalancing maintains optimal asset allocation. Tax-Loss Harvesting reduces your tax bill. Tax-Coordinated Portfolio optimizes asset location between taxable and retirement accounts. Goal-Based Investing allows for multiple goals with different strategies. Retirement Planning with detailed projections. Socially Responsible Investing portfolios. Crypto Portfolio exposure. High-Yield Cash Reserve. Premium plan includes access to certified CFPs. No minimum for the Digital plan. Management fees starting at 0.25%. Over $40 billion under management. 800,000+ clients. Ideal for investors of all levels wanting a professional strategy without the complexity. Extensive financial education. Intuitive mobile apps.
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