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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 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

Keystone by Smart provides a versatile platform tailored for a variety of entities, including national and regional governments, banks, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are fully customizable to meet the specific needs of your organization and market. As the world's first global, cloud-native retirement savings platform, Keystone by Smart is operational across four continents, assisting over a million individuals in planning and managing their retirement finances in collaboration with some of the most recognized financial institutions globally. This singular retirement technology platform empowers financial services organizations and governments to effectively cater to their customers' and citizens' needs while remaining adaptable to legislative changes now and in the future. The platform supports a wide range of functionalities, from user-friendly apps and web-based tools for both employers and employees to comprehensive data migration services that facilitate the movement or consolidation of vast numbers of accounts, ensuring seamless integration and management. With Keystone by Smart, organizations can not only streamline their operations but also enhance the retirement planning experience for their users.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
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

Vendor Details

Company Name

Smart

Country

United Kingdom

Website

www.smart.co/what-we-do/keystone

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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