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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Betterment

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. The company enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.

Website

https://www.betterment.com/

Contacts

support@betterment.com

http://facebook.com/betterment

http://www.linkedin.com/company/betterment

http://twitter.com/betterment

Betterment
  • Cash Reserve
  • Checking
  • Investments
  • Tax savings
  • Accounts
  • Retirement Planning
  • Retirement income
  • IRAs
  • Rollovers
  • Betterment for Advisors
  • Betterment Shop
Betterment

Companies that integrate with Betterment

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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Betterment

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