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:
Using Investment Goals at Betterment
Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.
Frequently Asked Questions
Just starting out exploring Betterment? These are the frequently asked questions that help people find their way.
Personal Investing Strategies Tailored For You
We’ve long tailored customer portfolios based on factors like goal type, and risk tolerance. Now, we’re further personalizing our advice at the level of the portfolio strategy itself.
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.