Insight & Accomplishment
Betterment makes professional investment management accessible to everyone with low fees and no account minimums. Its platform uses AI to create personalized portfolios and automates key strategies like tax-loss harvesting and rebalancing.
Key Features
- Personalized investment portfolios with ETFs
- Automated portfolio rebalancing
- Tax-loss harvesting and coordination
- Goal-based planning for retirement, savings, etc.
- High-yield cash accounts and checking services