Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Empower?
Skilled financial advisors who truly engage with clients, along with powerful tools, foster an effective partnership. By merging cutting-edge technology with seasoned fee-based finance professionals, we offer customized solutions that emphasize your unique requirements. Experience a new level of financial insight that surpasses what you've encountered before.
Our dedicated team of financial specialists focuses on developing a Personal Strategy that resonates with your distinct aspirations and objectives, ensuring its implementation through a portfolio crafted to be tax-efficient, risk-aware, and adaptable to your changing situation.
Whether you're seeking a variety of investment avenues or sophisticated financial management, our goal is to help you build a comprehensive portfolio that aligns with your values and priorities. Collectively, we can traverse the intricate landscape of financial planning to fulfill your dreams and ambitions. As we work together, you'll gain confidence in your financial journey.
What is Betterment?
Betterment is one of the most recognized digital wealth management platforms, built to help individuals achieve financial growth with less effort and more confidence. It delivers automated investing through expert-designed, globally diversified portfolios while layering in advanced tax-saving tools like tax-loss harvesting, tax coordination across accounts, and automatic dividend reinvestment. Users also benefit from a high-yield cash account offering competitive APYs, seamless transfers, and FDIC insurance of up to $2 million—eight times more than most banks. Retirement planning is a core strength of Betterment, with options including Traditional IRAs for upfront tax deductions, Roth IRAs for long-term tax-free growth, and SEP IRAs ideal for entrepreneurs and small-business owners. The platform also provides simple, guided rollovers from old 401(k)s and higher-cost IRA accounts into Betterment-managed IRAs, helping investors consolidate assets, reduce unnecessary fees, and unlock more efficient portfolio growth. With its personalized calculators, goal trackers, and smart portfolio recommendations, Betterment adjusts strategies as life circumstances evolve, ensuring users stay on target for retirement milestones. Investors seeking hands-on support can upgrade to Premium, where Certified Financial Planners (CFPs) provide tailored advice on complex financial questions. By blending automation with human expertise, Betterment offers both convenience and personalized care for a broad range of savers. The platform’s easy-to-use interface, transparent pricing, and strong track record make it a trusted partner for over a million customers. Ultimately, Betterment combines technology, guidance, and innovation to create a modern way to invest, save, and prepare for retirement.
Integrations Supported
ADP Workforce Now
APS Payroll
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Integrations Supported
ADP Workforce Now
APS Payroll
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
API Availability
Has API
API Availability
Has API
Pricing Information
Free
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Empower
Company Location
United States
Company Website
www.empower.com
Company Facts
Organization Name
Betterment
Date Founded
2010
Company Location
United States
Company Website
www.betterment.com
Categories and Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection