# Betterment Software Reviews, Demo & Pricing - 2026 > Review of Betterment Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/498740-Betterment --- [Home](https://www.softwareadvice.com/) / [Financial Services Software](https://www.softwareadvice.com/financial-services/) / Betterment Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Betterment 2026: Benefits, Features & Pricing Wondering if Betterment is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Betterment 4.2 [(5)](https://www.softwareadvice.com/product/498740-Betterment/#reviews) Pricing Pricing available upon request ### About Betterment Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offers diversified, expert-built portfolios tailored to customers' financial goals and includes options for cryptocurrency investing. Betterment's features include automated rebalancing, dividend reinvestment, and tax-loss harvesting to maximize returns. The platform also provides a high-yield cash account. For retirement savings, Betterment offers traditional, Roth, and SEP IRAs with planning tools. Wondering if Betterment is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. ## Betterment User Interface ## Popular Betterment Alternatives Main Product Betterment 4.2 [(5)](https://www.softwareadvice.com/product/498740-Betterment/#reviews) Ratings Breakdown - 4.0Ease of use - 4.33Value for money - 2.50Customer support - 3.80Functionality Pricing Available upon request Get Price Alternative Product [Connecteam](https://www.softwareadvice.com/hr/connecteam-profile/) 4.6 [(5254)](https://www.softwareadvice.com/hr/connecteam-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.47Value for money - 4.61Customer support - 4.53Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Deel](https://www.softwareadvice.com/hr/deel-profile/) 4.9 [(4278)](https://www.softwareadvice.com/hr/deel-profile/reviews/) Ratings Breakdown - 4.84Ease of use - 4.69Value for money - 4.70Customer support - 4.78Functionality Pricing Starting at $5.00 per month Get Price Alternative Product [Paylocity](https://www.softwareadvice.com/hr/web-pay-profile/) 4.3 [(1845)](https://www.softwareadvice.com/hr/web-pay-profile/reviews/) Ratings Breakdown - 4.33Ease of use - 4.23Value for money - 4.06Customer support - 4.26Functionality Pricing Available upon request Get Price Alternative Product [BambooHR](https://www.softwareadvice.com/hr/bamboohr-profile/) 4.6 [(3431)](https://www.softwareadvice.com/hr/bamboohr-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.46Value for money - 4.50Customer support - 4.41Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Workday HCM](https://www.softwareadvice.com/psa/workday-hcm-profile/) 4.5 [(1753)](https://www.softwareadvice.com/psa/workday-hcm-profile/reviews/) Ratings Breakdown - 4.29Ease of use - 4.34Value for money - 4.29Customer support - 4.41Functionality Pricing Available upon request Get Price ## Betterment Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Betterment Features - Popular features found in Financial Services Billing & Invoicing Financial Management For Financial Institutions Reporting/Analytics Risk Management Transaction Monitoring - More features of Betterment Activity Dashboard Alerts/Notifications Benefits Dashboard Benefits Management Cash Management Compliance Management Customizable Reports Data Import/Export Deduction Management Document Management Employee Benefits Administration Employee Database Employee Management Feedback Management Financial Analysis Forecasting For Investment Advisors For Investors & Traders Fund Management HR Management Investment Research Investments Tracking Online Benefits Enrollment Payroll Management Performance Metrics Portfolio Management Portfolio Rebalancing Provider Management Real-Time Data Retirement Plan Management Self Service Portal Tax Management Third-Party Integrations ## Betterment User Reviews Overall Rating 4.2 Ratings Breakdown 5 20% 4 80% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.0 Value for money 4.3 Customer support 2.5 Functionality 3.8 Have you used Betterment and would like to share your experience with others? Mark K. Verified reviewer Financial Services 201-500 employees Used weekly for more than 2 years Review source Reviewed March 2022 The Betterment Investment product is highly useful. 4 Ratings Breakdown 3 Ease of use 3 Functionality Pros: I have used this product for well over 3 years. What I like most about this software is the ability to link ones bank account to the software in order to ascertain your overall net worth. The build wealt feature is good too, the software comes with useable graphs that show you the performance of your portfolio. Cons: The feature that I wish was a little different or what is considered as a con to the software is the difficulty in transfering your money out of your investment class and back into your investment account. Attempting to do so from the mobile app is difficult. You have to actually go into the Betterment website and find the transfer button which seems difficult to find inside of the mobile app. Read More MB Monica B. Verified reviewer Oil & Energy 201-500 employees Used monthly for more than 2 years Review source Reviewed October 2023 Awesome investment platform with very little fees 5 I've been using Betterment to manage my investments (joint brokerage account and high yield savings account) since 2016 when it was recommended by a friend. I was able to save up enough for the down payment of my house with great performance in the market at the time. Ratings Breakdown 5 Ease of use 5 Value for money 5 Functionality Pros: This platform gives me awesome investment options and great high yield savings accounts with very minimal fees. Cons: I haven't had to reach out to their customer support yet but if I did, I imagine it would be very basic and not very helpful based on how it's all set up. Read More RS Ramon S. Verified reviewer Computer Software 11-50 employees Used weekly for less than 6 months Review source Reviewed May 2022 Horrible onboarding/support Experience 4 Ratings Breakdown 3 Ease of use 3 Value for money 1 Customer support 2 Functionality Pros: Loved the modern UI Friendly people when you can get in touch Great sales people Amazing Marketing Cons: Based on available reviews, price, and great experience with sales person we moved our 401k over to Betterment. Unfortunately, the entire onboarding and support system has been horrible. No onboarding meetings to review next steps, requirements, or followup. Their "policy" is to respond to phone calls and emails within 3 business days. Their website onboarding dates do not update based on realtime status or information provided. Unless you press for updates you won't hear back from them and the dates won't change. They wait until the last minute to make requests for more information leave the employer with little to no time to request info from previous provider. Overall, If you transfer providers or at least want decent support I'd suggest other companies first, look at Human Interest, Guideline, ShareBuilder, ForUsAll, or one of the more traditional options. Reasons for choosing Betterment Reviews, sales meeting, reference, price. Reasons for switching to Betterment Customer support was slow and frequently passed to another person leading to a call back or email days or weeks later. User interface was outdated. Occasionally had discrepancies in the sync between payroll and 401k despite being part of the same system. Read More VR Verified Reviewer Consumer Goods Self-Employed Used weekly for more than 2 years Review source Reviewed October 2022 Easy Robo Advisor 4 Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: Very low cost easy to use application with low fees. Easy to set up auto payments into the account. I set up auto payment and forget about the investment for my girls college funds. Cons: Cannot really do custom investments. They have a high min of $100,000 for premium plans. Read More LF Lily F. Verified reviewer Hospital & Health Care 11-50 employees Used monthly for less than 2 years Review source Reviewed January 2022 Makes it easy to save for retirement 4 Ratings Breakdown 5 Ease of use 5 Functionality Pros: I like that you can easily link bank accounts to transfer funds for retirement davings. I like the auto-deposit features. It re-invests dividends for you. Cons: No major cons - it get the job done! There is nothing I dislike about this app. Read More Showing 1 - 5 of 5 Reviews ## Other Top Recommended Financial Services Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **12** times [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) **4.3** (358) Recently recommended **1** times [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) **4.6** (26446) Recently recommended **0** times [Acuity Scheduling](https://www.softwareadvice.com/medical/acuity-profile/) **4.8** (5747) Recently recommended **0** times Stuck Between Options? Our experts can help you compare Betterment with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice