User-friendly app, easy place to see financial information in one place. Only downside is it took some effort to integrate with outside providers like Vanguard, Janus Henderson, etc. But the app always worked well and was available when I needed it for quick views of finances. Review collected by and hosted on G2.com.

It took a while to integrate information from different financial providers, but that's pretty typical of any app that amalgamates information across sources. No slower than peer apps, just an annoying process no matter what. Review collected by and hosted on G2.com.

I think the customer service is great. It's a very easy to navigate platform, and the portal is just very user friendly. I've only had to reach out once to get an answer that wasn't easily navigable on the portal. Also, the process is straightforward and easy to explain to employees. I really appreciate the communication. The initial setup was incredibly easy. Review collected by and hosted on G2.com.

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I like the UI of Betterment at Work. It's easy to look at stuff, and it doesn't feel overly weighty. It's nice to not have to dig through a ton of menus to get a quick overview of what's going on. I also like getting the reminders about my Betterment at Work account. Review collected by and hosted on G2.com.

I like getting the reminders about my Betterment at Work account, and it would be nice to get more reminders in my email about what I should be checking. I could use general advice about why I should check my retirement account every month and maybe encourage more contributions. Review collected by and hosted on G2.com.

The extra features that let staff invest and save are great. The bonus percentage increase on the APR savings account was tremendous at signup, and it’s still offering a higher APR than anything else in the space. Review collected by and hosted on G2.com.

We have had issues with payroll syncing or doubling up, but that has been few and far between. Review collected by and hosted on G2.com.

The thing that I like about Betterment at Work is that it is transparent about charges and investment portfolio. The platform is transparent on costs, and this is often inquired of by the employees and this creates trust. The process of implementation was organized and it assisted us in the roll out without any confusion. I also like the fact that the staff members log in frequently to check on their progress and this indicates that they feel more engaged in their financial planning. Review collected by and hosted on G2.com.

One of the weaknesses of Betterment at Work is a limited choice of investment courses, in favor of more advanced investors. There are some seasoned staff members of our organization who would want to have expanded control of their portfolios. Although the platform addresses general needs, it might be inadequate to meet the needs of very specific funds. This has resulted in additional meetings to clarify constraints and set and regulate expectations regarding the flexibility of the retirement plans. Review collected by and hosted on G2.com.

I like that you can use it to get a snapshot if your overall financial health, not just your 401k. Review collected by and hosted on G2.com.

There's nothing that I dislike. Having Betterment has been great. Review collected by and hosted on G2.com.

When I onboarded, there were issues with the transition from my prior provider. These were entirely related to the prior provider and not Betterment. My Betterment representative helped me through the process to complete the onboarding and this was very helpful. Review collected by and hosted on G2.com.

There is nothing that I dislike about Betterment at Work Review collected by and hosted on G2.com.

My favorite feature of Betterment at Work is that it made managing the retirement of employees easier. Once it was implemented, we connected it to payroll and contributions became smooth. I apply it to various occasions as often as onboarding and benefits season, and this makes our HR processes effective. The features which provide customized investment advice and tracking of progress will provide enough features so that the employees can have a chance to plan their retirement without overloading our staff with questions and handwork. Review collected by and hosted on G2.com.

Betterment at Work has weaknesses. Although it does a good job in contributions and tracking of goals, it is not very flexible in extracting detailed reporting information. The size of features is good on the whole, although the creation of detailed reports can involve the exportation of data and restructuring. Since we also use frequent reporting when we are reviewing benefits, this introduces additional work to the HR department as well as slows the decision making process when making changes. Review collected by and hosted on G2.com.

I love that Betterment streamlines plan administration. The automatic enrollment of new employees and auto escalation are so valuable and save me time at work. Review collected by and hosted on G2.com.

The only thing I can think of is the higher fees for specialized funds, as well as the restrictions on investments Review collected by and hosted on G2.com.

I liked the convenience of being able to access Betterment from anywhere, including my phone. Requesting withdrawals and making changes to my account were also seamless processes each time. Review collected by and hosted on G2.com.

I don't like that withdrawals require approval for money that belongs to me. I also wish it were a more instant process to receive my money into my linked bank account. Review collected by and hosted on G2.com.