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Investing

Your Betterment expertise has simply undergone a serious improve

EditorialBy EditorialSeptember 1, 2025No Comments2 Mins Read

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Your Betterment expertise has simply undergone a serious improve, constructed round one concept: making managing your cash extra versatile and intuitive.

We’ve redesigned how your accounts and targets work collectively, so you may manage your cash the way in which that makes probably the most sense for you.

What modified—and why?

We’ve at all times believed in goal-based investing. It’s what units Betterment aside. However previously, every aim in Betterment was tied to a single account. That labored when wants have been easier. However you requested for extra flexibility to replicate your monetary life, and we’ve delivered.

enevelopes-experienceNow, by separating account information from aim recommendation, we’ve created house for extra personalised steering, clearer navigation, and extra flexibility for you and your cash.

What you’ll see that’s new as we speak:

A cleaner design:
A contemporary look that surfaces what issues most—no extra digging via tabs.

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A devoted web page for every aim:
Get personalised recommendation, projections, and subsequent steps, multi function place.
Inline_Image_03A streamlined overview of single accounts:
See balances, holdings, and efficiency clearly, whereas having the ability to click on via on to entry account particulars.
Inline_Image_04A devoted aim forecaster:
Get insights in a single place to see how actions might have an effect on future earnings.

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And as a BONUS:

Your Exercise Web page obtained an improve 🔄
Get pleasure from a clearer window into trades, transfers, and transactions.

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And we’re simply getting began.

We’re already constructing the following part of options to make your Betterment expertise extra highly effective and versatile.

  • A number of accounts in a single aim: Get mixed recommendation throughout totally different account sorts and tax remedies.
  • Smarter, goal-specific recommendation: We’ll provide help to optimize each greenback for what you care about most.

  • Shared targets: Quickly, you’ll have the ability to co-own a aim with one other Betterment person.

  • Extra tailor-made investing steering: Inform us your aim, and we’ll suggest the very best path to get there.

A quicker, extra user-friendly Betterment expertise. 

To higher suit your monetary wants, we’ve separated account information from goal-based recommendation to present you extra management and a greater sense of possession over your account. Whether or not you are planning for retirement, constructing an emergency fund, or just rising your wealth via automated investing, Betterment is now higher constructed for the way you’ll handle your cash. Smarter instruments, personalised recommendation, and goal-based investing—all working collectively for you.



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