Betterment
8.1#1 in financial planning softwareFrom $0.65 a yearFree planAndroidiOSWeb
VisitBetterment vs FE CashCalc
FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Betterment | FE CashCalc |
|---|---|---|
| Founded | 2008 | FE fundinfo’s acquisition announcement says CashCalc was founded in Newport in 2014 and FE fundinfo formed in 2019 after the FE, fundinfo and F2C merger. |
| Headquarters | Betterment's corporate office is at 450 West 33rd Street, Floor 11, New York, NY 10001. | London, United Kingdom |
| Mobile app | The Betterment app supports deposits, transfers, withdrawals, outside-account connections, goal tracking, performance tracking, and dark mode. | The cloud-based CashCalc app is available for iOS and Android, and advisers and clients can use it to access their account or Portal. |
Betterment plans
- Cash ReserveFree
- Premium$0.65 a year
- Digital$5 a month
FE CashCalc plans
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Pick Betterment if…
Betterment suits people seeking guided investing or retirement planning alongside cash management. Its self-directed accounts may also suit customers who want to trade stocks and ETFs without trading commissions.
Pick FE CashCalc if…
FE CashCalc is designed for financial advisers and paraplanners preparing lifetime cashflow plans and client reports. Larger firms can ask about group licences, and clients can use the app to access a Portal.