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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Betterment streamlines the management of your retirement plans, allowing you to provide your employees with an improved 401(k) option efficiently and affordably—significantly less than many traditional providers. Acting as your comprehensive partner, we handle everything from initial setup to continuous administration, along with reporting and investment management, all at competitive industry rates. Our tailored advice empowers your employees to achieve better returns while navigating different risk levels. We assist them in creating customized retirement plans and offer guidance on savings amounts and account selections. By helping your workforce take charge of their financial futures, we enable them to concentrate on their roles and enhance their job satisfaction. In our quest for a modern and user-friendly retirement solution for our team, we encountered numerous costly and overly complex options, which motivated us to develop our own 401(k) plan, utilizing our retail investing technology to create a more accessible choice. This initiative not only benefits our employees but also positions us as a leader in providing innovative retirement solutions.

Description

In contrast to traditional banks that allow your funds to remain stagnant, we leverage technology to facilitate effortless growth of your finances. Our platform enables you to automatically save or invest any surplus cash you have. Simply determine the amount to reserve for bills and emergencies, and we'll transfer the excess to your chosen categories or investment account seamlessly. You maintain full control without the hassle of manual transfers. Enhance your long-term wealth through our expertly curated portfolio or opt to create a personalized one. We take care of reinvesting dividends automatically, rebalancing your investments, and identifying strategies to optimize your after-tax returns. Additionally, our Tax-Loss Harvesting approach can help reduce your tax liabilities as you grow your investments. Our service is designed to automatically manage your extra cash, ensuring you decide how much to set aside for necessary expenses while we handle the rest. With intelligent features to prevent overdrafts, you can enjoy peace of mind knowing that your finances are both secure and under your control. Plus, our commitment to your financial growth means you can focus on your goals without worrying about your money sitting idle.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Numeric
Utluna
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Paychex Flex
Paylocity
RightCapital
Rippling
Workday Financial Management
Workday HCM
Zenefits

Integrations

Numeric
Utluna
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Paychex Flex
Paylocity
RightCapital
Rippling
Workday Financial Management
Workday HCM
Zenefits

Pricing Details

$1,644 per 2 employees
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Betterment

Founded

2010

Country

United States

Website

www.betterment.com/401k/

Vendor Details

Company Name

Wealthfront

Founded

2011

Country

United States

Website

learn.wealthfront.com

Alternatives

Alternatives