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Ratings and Reviews 0 Ratings
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SummSumm (formerly Crypto Tax Calculator) is leading crypto tax software that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses. Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports. That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase. If you’re ready to stop fighting your crypto tax software, Summ turns crypto chaos into confidence. Add clarity. Subtract doubt.
What is Endowus?
Implementing disciplined and effective investment strategies enables you to navigate market volatility successfully while pursuing your broader financial goals, leveraging all available resources such as cash, CPF, and SRS. You will have the opportunity to access institutional-quality, cost-effective options managed by esteemed fund managers known for their extensive expertise and proven success. There are no sales fees or transaction costs, and you will benefit from full trailer fee rebates, along with a clear and affordable overall access fee structure. Furthermore, our portfolios are globally diversified to align with your essential life goals, while themed portfolios provide the chance to take advantage of specific market trends. By creating an Endowus account, a trust account will be set up under your name at UOB Kay Hian, Singapore's leading brokerage firm. This arrangement guarantees that your investments and transactions within the Endowus system are recorded by two distinct entities that hold licenses from the Monetary Authority of Singapore (MAS), setting it apart from many wealth management solutions that typically aggregate clients' assets before linking to execution brokers. As a result, this framework significantly improves the security and clarity of your investment portfolio, fostering greater confidence in your financial journey. Ultimately, this level of transparency and separation can contribute to a more secure investment experience, allowing you to focus on achieving your financial aspirations without unnecessary complications.
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
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Integrations Supported
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
Endowus
Date Founded
2017
Company Location
Singapore
Company Website
endowus.com
Company Facts
Organization Name
Betterment
Date Founded
2010
Company Location
United States
Company Website
www.betterment.com