Compare Betterment at Work and eMoney 
Featured Products
At a Glance
Market Segments
Small-Business (69.1% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Free Trial 1 User Per Year
Betterment at Work
Star Rating
(544)4.3 out of 5
Market Segments
Small-Business (69.1% of reviews)
Pros & Cons
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing planseMoney
Star Rating
(67)4.7 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that eMoney excels in providing a user-friendly interface, making it easy for new financial planners to learn the software quickly. Users appreciate features like the Monte Carlo analysis, which helps them visually track clients' real-time net worth and retirement projections.
- Users say that Betterment at Work simplifies retirement management for employees, with seamless integration into payroll systems. This has led to smoother contributions and has been particularly beneficial during onboarding processes, according to recent feedback.
- Reviewers mention that eMoney stands out for its high-quality support, with many users praising the responsiveness and eagerness of the customer service team to assist with any issues. This level of support contributes to a positive overall experience for users.
- According to verified reviews, Betterment at Work offers unique features like a high-yield savings account integrated with its 401k platform, which has helped employees build emergency funds and reduce the need for 401k loans. This innovative approach is a significant draw for users.
- G2 reviewers highlight that while eMoney has a higher rating for ease of setup and administration, Betterment at Work still provides a solid user experience, particularly with its automation features for employees aged 60 to 63, which are tailored to meet new contribution limits.
- Users express that eMoney's customizable reporting capabilities are a major advantage, allowing financial planners to tailor reports to their clients' specific needs. In contrast, Betterment at Work's reporting features, while functional, do not receive the same level of praise, indicating room for improvement in this area.
Pricing
Entry-Level Pricing
Betterment at Work
Essential
$100.00
100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
- Dedicated Onboarding specialist
- Simple payroll integrations with Gusto, Trinet, and other providers
- 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
eMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
Free Trial
Betterment at Work
No trial information availableeMoney
Free Trial is available
Ratings
Meets Requirements
8.9
510
9.3
57
Ease of Use
8.9
528
8.5
58
Ease of Setup
8.4
477
9.1
44
Ease of Admin
8.7
453
9.2
11
Quality of Support
7.8
488
9.2
56
Has the product been a good partner in doing business?
8.5
449
9.2
11
Product Direction (% positive)
8.4
515
9.4
58
Features by Category
Platform Content
9.0
53
Not enough data
8.7
51
Not enough data
8.9
51
Not enough data
Platform Basics
9.3
54
Not enough data
9.1
51
Not enough data
8.6
52
Not enough data
9.2
51
Not enough data
Platform Additional Functionality
8.6
49
Not enough data
9.4
52
Not enough data
7.8
43
Not enough data
8.9
46
Not enough data
Platform Data
8.8
50
Not enough data
8.9
48
Not enough data
Feature Not Available
Not enough data
8.6
46
Not enough data
Functionality
8.1
51
9.4
14
8.4
51
8.8
14
9.5
50
9.6
14
8.6
51
8.8
14
9.2
50
9.5
14
Feature Not Available
8.8
14
8.4
46
9.2
10
Integration
8.9
51
9.1
13
8.7
49
8.6
13
Feature Not Available
8.8
13
Agentic AI - Investment Portfolio Management
8.1
21
Not enough data
9.0
22
Not enough data
8.7
21
Not enough data
8.6
21
Not enough data
Platform Additional Functionality
Not enough data
9.3
38
Not enough data
9.4
37
Platform Content
Not enough data
8.6
35
Not enough data
8.8
36
Platform Data
Not enough data
9.5
40
Platform Interoperability
Not enough data
8.6
36
Platform Performance
Not enough data
9.1
39
Agentic AI - Financial Analytics
Not enough data
8.3
7
Onboarding
8.0
475
Not enough data
8.8
475
Not enough data
Dashboard
8.9
466
Not enough data
8.4
462
Not enough data
8.6
458
Not enough data
Compliance
8.8
453
Not enough data
8.7
449
Not enough data
Administration
8.6
459
Not enough data
8.3
458
Not enough data
Generative AI
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Betterment at Work and eMoney are categorized as Investment Portfolio Management
Unique Categories
Betterment at Work is categorized as 401(k) and Financial Wellness
eMoney is categorized as Financial Analytics
Reviews
Reviewers' Company Size
Betterment at Work
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
eMoney
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
11.1%
Information Technology and Services
8.8%
Construction
5.3%
Financial Services
5.3%
Hospital & Health Care
5.3%
Other
64.4%
Financial Services
93.9%
Consulting
1.5%
Marketing and Advertising
1.5%
Investment Management
1.5%
Banking
1.5%
Other
0.0%
Alternatives
Discussions
Betterment at Work has no discussions with answers
What types of planning capabilities does eMoney provide?
1 Comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 Comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 Comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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