---
description: Detailed reviews on Betterment based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Betterment with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Betterment Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Human Resources Software](/directory/256/human-resources/software) > [Betterment](/software/2077735/betterment)

# Betterment

Canonical: https://www.getapp.ca/software/2077735/betterment

> Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.
> 
> Verdict: Rated **4.2/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Betterment

 Automated investing helps you build wealth with expert-built portfolios, automated rebalancing, and tax-efficient tools.
 Tax-advantaged IRAs allow you to save for retirement while benefiting from automated investing technology and planning tools.
 Socially responsible investing portfolios allow you to invest according to your values.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.2/5** | 5 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support Software | 2.5/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 3.8/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Betterment

## Commercial Context

- **Pricing Details**: Contact Betterment directly for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Benefits Dashboard
- Benefits Management
- Cash Management
- Compliance Management
- Customizable Reports
- Data Import/Export
- Deduction Management
- Document Management Software
- Employee Benefits Administration
- Employee Database
- Employee Management
- Feedback Management
- Financial Analysis
- Financial Management Software
- For Financial Institutions
- For Investment Advisors
- For Investors & Traders
- Forecasting

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Human Resources Software](https://www.getapp.ca/directory/256/human-resources/software)

## Related Categories

- [Human Resources Software](https://www.getapp.ca/directory/256/human-resources/software)
- [Financial Services Software](https://www.getapp.ca/directory/1075/financial-services/software)
- [Employee Engagement Software](https://www.getapp.ca/directory/715/employee-engagement/software)
- [Benefits Administration Software](https://www.getapp.ca/directory/254/benefits-administration/software)
- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Connecteam](https://www.getapp.ca/software/105401/connecteam) — 4.6/5 (5058 reviews)
2. [Deel](https://www.getapp.ca/software/2051182/deel) — 4.8/5 (4265 reviews)
3. [BambooHR](https://www.getapp.ca/software/20517/bamboohr) — 4.6/5 (3108 reviews)
4. [Paylocity](https://www.getapp.ca/software/102695/webpay) — 4.3/5 (1822 reviews)
5. [Workday HCM](https://www.getapp.ca/software/90783/workday-hcm) — 4.5/5 (1733 reviews)

## Reviews

### "The Betterment Investment product is highly useful." — 4.0/5

> **Mark** | *March 27, 2022* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **Pros**: I have used this product for well over 3 years.  What I like most about this software is the ability to link ones bank account to the software in order to ascertain your overall net worth.  The build wealt feature is good too, the software comes with useable graphs that show you the performance of your portfolio.
> 
> **Cons**: The feature that I wish was a little different or what is considered as a con to the software is the difficulty in transfering your money out of your investment class and back into your investment account.  Attempting to do so from the mobile app is difficult.  You have to actually go into the Betterment website and find the transfer button which seems difficult to find inside of the mobile app.

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### "Awesome investment platform with very little fees" — 5.0/5

> **Monica** | *October 11, 2023* | Oil & Energy | Recommendation rating: 10.0/10
> 
> **Pros**: This platform gives me awesome investment options and great high yield savings accounts with very minimal fees.
> 
> **Cons**: I haven't had to reach out to their customer support yet but if I did, I imagine it would be very basic and not very helpful based on how it's all set up.
> 
> I've been using Betterment to manage my investments (joint brokerage account and high yield savings account) since 2016 when it was recommended by a friend. I was able to save up enough for the down payment of my house with great performance in the market at the time.

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### "Horrible onboarding/support Experience" — 4.0/5

> **Ramon** | *May 27, 2022* | Computer Software | Recommendation rating: 1.0/10
> 
> **Pros**: Loved the modern UI
Friendly people when you can get in touch
Great sales people
Amazing Marketing
> 
> **Cons**: Based on available reviews, price, and great experience with sales person we moved our 401k over to Betterment. Unfortunately, the entire onboarding and support system has been horrible. No onboarding meetings to review next steps, requirements, or followup. Their "policy" is to respond to phone calls and emails within 3 business days. Their website onboarding dates do not update based on realtime status or information provided. Unless you press for updates you won't hear back from them and the dates won't change. They wait until the last minute to make requests for more information leave the employer with little to no time to request info from previous provider. Overall, If you transfer providers or at least want decent support I'd suggest other companies first, look at Human Interest, Guideline, ShareBuilder, ForUsAll, or one of the more traditional options.

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### "Easy Robo Advisor" — 4.0/5

> **Verified Reviewer** | *October 14, 2022* | Consumer Goods | Recommendation rating: 10.0/10
> 
> **Pros**: Very low cost easy to use application with low fees. Easy to set up auto payments into the account. I set up auto payment and forget about the investment for my girls college funds.
> 
> **Cons**: Cannot really do custom investments. They have a high min of $100,000  for premium plans.

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### "Makes it easy to save for retirement" — 4.0/5

> **Lily** | *January 13, 2022* | Hospital & Health Care | Recommendation rating: 8.0/10
> 
> **Pros**: I like that you can easily link bank accounts to transfer funds for retirement davings. I like the auto-deposit features. It re-invests dividends for you.
> 
> **Cons**: No major cons - it get the job done\! There is nothing I dislike about this app.

## Links

- [View on GetApp](https://www.getapp.ca/software/2077735/betterment)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/betterment/> |
| en-AE | <https://www.getapp.ae/software/2077735/betterment> |
| en-AU | <https://www.getapp.com.au/software/2077735/betterment> |
| en-CA | <https://www.getapp.ca/software/2077735/betterment> |
| en-GB | <https://www.getapp.co.uk/software/2077735/betterment> |
| en-IE | <https://www.getapp.ie/software/2077735/betterment> |
| en-NZ | <https://www.getapp.co.nz/software/2077735/betterment> |
| en-SG | <https://www.getapp.sg/software/2077735/betterment> |
| en-ZA | <https://www.getapp.za.com/software/2077735/betterment> |

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