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Betterment

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Managing Your Money

Budgeting is like dieting—shaping your financial life around restriction. It's narrow, day-to-day, micro. Money management is like a healthy lifestyle—shaping your life around a holistic look at your finances and goals.

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Recent articles

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More Hispanic Americans are investing in real estate than the stock market. Here are a couple of reasons why Hispanic Americans should use the stock market to build generational wealth.

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Betterment has secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit facility.

Q&A with Paul Sydlansky of Lake Road Advisors

A conversation about how to scale your business using the Betterment for Advisors platform.

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Betterment answers your tax season questions—from 401(k)s to HSAs

A timely Q&A about tax management on the Betterment platform.

Tax-Aware Migration Strategies

Betterment for Advisors allows advisors to specify trading migration strategies to easily transition their clients’ portfolios or investment allocations.

FAQ: Custom Portfolios for Advisors

Build your own custom model portfolios of ETFs while leveraging all of Betterment’s sophisticated portfolio management features.

Common Questions about Billing Your Clients

Get answers to your key questions about billing clients.

Questions about Using Dimensional Funds through Betterment for Advisors

Advisors using Dimensional Funds through Betterment can create their own models from scratch or select from a range of pre-built models

FAQ: Integration Partners

Betterment has integrations set up with several third-party platforms across financial planning, CRM, and performance reporting tools.