Betterment at Work Features
What are the features of Betterment at Work?
Functionality
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time
Integration
- Data aggregation
Onboarding
- Administrators
- Employees
Dashboard
- Balances
- Investments
- Personal Information
Compliance
- IRS
- Tax Benefits
Administration
- Monitoring
- Reporting
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Betterment at Work Categories on G2
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Platform Content
Education Tools | Educational tools that provide including planning, budgeting, and tips on how to alleviate financial stress. | Not enough data | |
Mobile Tools | Mobile applications or mobile-optimized websites for access financial wellness solutions. | Not enough data | |
Content Library | Tools for budget creation, assets tracking, goal setting, and financial management progress tracking. | Not enough data |
Platform Basics
Program Management | Tools that implement, manage, and administer financial wellness programs. | Not enough data | |
Secure | Provides secure connection to employees' banks and money management accounts. | Not enough data | |
Interoperability | Connects to external systems and applications as needed to complete team workflows. | Not enough data | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. | Not enough data |
Platform Additional Functionality
Services | Provides debt management services. | Not enough data | |
Employee Portal | Employee portal lets employees log into the system to help employees measure financial wellness. | Not enough data | |
Gamification | Gamification tools for financial goal planning, debt management, and money management. | Not enough data | |
Education | Provides access to education classes and seminars. | Not enough data |
Functionality
Customizable Reporting | Creates customizable reports utilizing market performance data This feature was mentioned in 18 Betterment at Work reviews. | 77% (Based on 18 reviews) | |
Market Analytics | Conducts detailed financial market performance analysis 19 reviewers of Betterment at Work have provided feedback on this feature. | 78% (Based on 19 reviews) | |
Client Portal | As reported in 18 Betterment at Work reviews. Contains a client portal for clients to access their | 94% (Based on 18 reviews) | |
Investment Accounting | Carries out investment accounting 18 reviewers of Betterment at Work have provided feedback on this feature. | 84% (Based on 18 reviews) | |
Real time | Maintains a real time view of assets and positions This feature was mentioned in 18 Betterment at Work reviews. | 88% (Based on 18 reviews) | |
Customizable Reporting | Creates customizable reports utilizing market performance data 12 reviewers of Betterment at Work have provided feedback on this feature. | 82% (Based on 12 reviews) |
Integration
Data aggregation | As reported in 18 Betterment at Work reviews. Aggregates financial market data from third party sources or integrates with solutions that do | 85% (Based on 18 reviews) | |
Accounting Integration | Based on 15 Betterment at Work reviews. Integrates with accounting solutions | 84% (Based on 15 reviews) |
Platform Data
Dashboard & Reporting | Reporting and analytics that report on activity and program effectiveness. | Not enough data | |
Visualization | Contains tools to visalize data sets or workflows. | Not enough data | |
Alerts and Notifications | Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. | Not enough data |
Onboarding
Administrators | Allows administrators to design employee retirement plans This feature was mentioned in 179 Betterment at Work reviews. | 75% (Based on 179 reviews) | |
Employees | Allows plan participants to select contribution amounts and investments This feature was mentioned in 180 Betterment at Work reviews. | 86% (Based on 180 reviews) |
Dashboard
Balances | As reported in 174 Betterment at Work reviews. Displays employee investment balances for given time periods | 85% (Based on 174 reviews) | |
Investments | Displays what investments an employee has chosen, and what investments are available 175 reviewers of Betterment at Work have provided feedback on this feature. | 81% (Based on 175 reviews) | |
Personal Information | Based on 171 Betterment at Work reviews. Allows employees to view and update their personal information, such as salary, dependents, investment goals, etc. | 83% (Based on 171 reviews) |
Compliance
IRS | Plan complies with Internal Revenue Code and is operating according to its terms and the law 171 reviewers of Betterment at Work have provided feedback on this feature. | 86% (Based on 171 reviews) | |
Tax Benefits | As reported in 170 Betterment at Work reviews. Has tasks for plan maintenance to remain qualified for tax benefits, such as allocation/distribution reports, tracking participant loans, and independent reviews | 84% (Based on 170 reviews) |
Administration
Monitoring | As reported in 172 Betterment at Work reviews. Functionality to monitor employee participation and investment peformance | 83% (Based on 172 reviews) | |
Reporting | As reported in 172 Betterment at Work reviews. Gives access to pre-built and custom reports and dashboards to track 401(k) administration costs, employer contributions, and for compliance purposes | 79% (Based on 172 reviews) |
