FAQs

Getting to know FinanceForte

1What is FinanceForte, exactly? How does it work?
FinanceForte is an online financial advisor. We help you plan your financial goals and recommend smart investment choices, so that you save time and gain peace of mind, knowing that your money is working for you. We’re a fiduciary, which means we put your interests first. When you open a Financeforte account, we advise you on what your portfolio should include, while giving you control over how much risk you take on. All of our portfolio strategies are globally diversified and built using index-tracking exchange-traded funds (ETFs). We pick the funds for you, making recommendations that control costs and taxes. We also automatically take care of things like portfolio rebalancing, reinvesting dividends, and tax loss harvesting. When you make a deposit, we invest all of your money automatically, trading fractional shares for you in the background. That means there’s no extra step to turn your cash into investments, and your returns aren’t dragged down by holding extra cash.
2What are FinanceForte fees?
FinanceForte’s has no fees, no set up fees, no hidden charges
3How does Betterment compare to other robo-advisors?
Like FinanceForte, most robo-advisors use technology to recommend a portfolio and automate the investment process. FinanceForte doesn't stop there. We’re designed to help you identify your financial goals, choose a portfolio for each of your goals, automate your savings, and keep your taxes and fees low. Then, when you have questions, licensed experts from our Support and Advice teams are ready over the phone, or to refer you to a one-on-one financial advisor. In other words, FinanceForte aims to help you answer, “How can I be a smarter, better investor across my finances?” while other robo-advisors only answer “What should my portfolio look like?” FinanceForte’s digital advice comes with no minimum balance and low, straightforward fees. Learn more about how we compare to other robo-advisors.

Getting Started

1What investments does FinanceForte offer?
For each of your financial goals, FinanceForte recommends a specific stock-to-bond allocation of our recommended portfolio strategy. This portfolio strategy is designed to reflect the total world market to help maximize expected returns while minimizing risk. Alternatively, you can also select from three other portfolio strategies that might match your investing views: FinanceForte Aggressive Investor, our socially responsible portfolio strategy Goldman Sachs Smart Beta, a factor-based portfolio strategy BlackRock Target Income portfolios, five different bond portfolios targeting cash income.
2How do I move my money to Betterment?
At FinanceForte we evolve. Our strong believe in the cryptocurrency has given us an edge over other financial adviser. Recently we primary receive payment through bitcoin and stopped other payment like card and paypal temporarily to test water.
3How can I get help when I need it?
We work hard to offer many insightful resources and help articles to let you access the help you need. We also have a knowledgeable Customer Support Team available seven days a week to help answer your questions about FinanceForte and your account. We offer support via phone, email, and mobile messaging. Sign up today to get started and contact us with your additional questions.
Get Started