Betterment vs myprosperity
Betterment
betterment.com
myprosperity
myprosperity.com.auSide by side
| Figure | Betterment | myprosperity |
|---|---|---|
| Price from | $0.05/mo | A$14.95/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 5 | 6 |
| Spec score · Financial Planning Software | 9.3 (#1) | 8.8 (#6) |
| Company size | LinkedIn lists Betterment as a privately held financial-services company with 501–1,000 employees. | LinkedIn lists myprosperity as a software-development company with 11–50 employees and Melbourne headquarters. |
| Documentation and support | Betterment publishes a searchable help center and says customer-support staff are available five days per week. | The company provides partner and client help centres, guides, videos, webinars and technical support contact options. |
| Founded | 2008 | 2011 |
| Headquarters | Betterment's corporate office is at 450 West 33rd Street, Floor 11, New York, NY 10001. | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Rating on Capterra | 4.2 out of 5 from 5 reviews | 0.0 out of 5 from 0 reviews. |
| Rating on G2 | 4.4 out of 5 from 64 reviews | 4.8 out of 5 from 3 reviews. |
| What it does | Betterment provides automated investing, cash management, goal setting and retirement planning for U.S. customers. | myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place. |
Plans
Betterment
- Cash ReserveFree
- Premium$0.65 a year
- Premium$0.65 a year
- Digital$5 a month
- Digital$5 a month
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
In their own words
Betterment
Betterment has no write-up on Specifiction yet; its figures are above.
myprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.