Betterment
8.1#1 in financial planning softwareFrom $0.65 a yearFree planAndroidiOSWeb
VisitBetterment vs NaviPlan
What both publish
| Fact | Betterment | NaviPlan |
|---|---|---|
| Headquarters | Betterment's corporate office is at 450 West 33rd Street, Floor 11, New York, NY 10001. | InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019. |
Betterment plans
- Cash ReserveFree
- Premium$0.65 a year
- Digital$5 a month
NaviPlan plans
No prices published.
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 NaviPlan if…
It suits financial professionals and firms building plans with clients across multiple planning areas. Web access fits teams seeking browser-based planning and client participation.