How Far We’ve Come…
We came across this fun infographic looking at the developments in customer experience over time. It shows that as technology evolved, self-service became more common. As customers embraced the ability to shape and choose their own experience, they felt more empowered (according to this study).
We spy an important milestone missing from this infographic … online investing!
As in other industries, people want more control over their finances. They want access, simplicity, and ease-of-use. They might want to talk to a person if they have a question or issue, but mainly, they just want to take care of it themselves and in their own time.
Much has changed since Betterment launched in 2008, and we expect to see more exciting developments in consumer experience in the coming years.
See for yourself how far we’ve come:
Affected by the Shutdown? We’re Here to Help.
As government employees continue to persevere through uncertainty, Betterment hopes to provide financial clarity for customers.
How Does Betterment Calculate Investment Returns?
Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.
The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.
The Senate’s current tax bill includes a mandate that would be punitive for everyday investors. Without a doubt, the FIFO mandate should be removed from consideration.
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.