Betterment RetireGuide™ Update: Now Syncing with over 13,000 Firms!

Betterment is one of my favorite automatic investment portfolio managers (robo-advisors).  Check out my original review here.  About 6 months ago, Betterment launched their RetireGuide™ advice tool.  RetireGuide™ allows Betterment customers to project their future retirement income under several scenarios.  However, in its early days, RetireGuide™ was only available for your Betterment portfolios and any additional accounts will need to be added manually.  Recently, Betterment launched an update to the RetireGuide™ tool which allows you to sync with over 13,000 financial institutions.  Pretty helpful.


Closing thoughts:

I'm firmly convinced that technology will supplement if not eventually supplant the financial planning industry.  Betterment is one of the companies with a "first-mover" advantage in this rapidly growing space.  Their new RetireGuide™ gives their customers a better crystal ball, providing yet another reason for me to continue using Betterment.  Check out my original review of Betterment here.  Or open an account here.

Future Proof, MD

Dr. Bo Liu is an aspiring radiologist-in-training and the founder and editor of the White Coat Money Blog.  He has an interest in interventional radiology and helping his medical colleagues get ahead in this mad world of medicine and money.  When he's not crushing the list at the PACS station or typing up your next favorite blog post, you can usually find him at the local badminton club, movie theater or the most recently opened restaurant.