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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.

Description

Human Interest makes it simple and affordable for employees to save for retirement. Other 401(k), shady fee-paying providers can profit from you and your employees by charging a lot of hidden fees. You get low-cost plans and funds with us. There are no transaction fees. Your dashboard provides a 360-degree view to your company plan, including employee participation reports and contribution reports. With our seamless onboarding process and integrated investment advice, employees can begin saving in just a few steps. Human Interest takes the hassles out of managing your company's retirement plan. We sync to your payroll and process contributions. We also handle compliance testing and IRS paperwork. We offer traditional and Roth 401(k), 403(b), Safe Harbor plans, profit-sharing plans, and traditional Roth 401(k). We'll help you choose the right plan for you. Employers have the option to customize vesting and matching options at no additional charge.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Rippling
ADP Workforce Now
AllianceHCM
Ascentis
BambooHR
Bennie
Dayforce
Era
GoCo
Gusto
Namely
Numeric
Paychex Flex
Paylocity
Rainmakers
RightCapital
Utluna
Workday Financial Management
Workday HCM

Integrations

Rippling
ADP Workforce Now
AllianceHCM
Ascentis
BambooHR
Bennie
Dayforce
Era
GoCo
Gusto
Namely
Numeric
Paychex Flex
Paylocity
Rainmakers
RightCapital
Utluna
Workday Financial Management
Workday HCM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$120 per month
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

Vendor Details

Company Name

Human Interest

Founded

2015

Country

United States

Website

humaninterest.com

Product Features

Alternatives

Alternatives

Fidelity Reviews

Fidelity

Fidelity Investments