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Compare Betterment at Work and eMoney 
Featured Products
At a Glance
Market Segments
Small-Business (68.6% of reviews)
Small-Business (73.0% 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
(540)4.3 out of 5
Market Segments
Small-Business (68.6% 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
(64)4.7 out of 5
Market Segments
Small-Business (73.0% 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 Betterment at Work excels in user experience, with a streamlined interface that makes it easy for employees and employers to navigate. Users appreciate the clear presentation of information and the overall fluidity of the software, which helps reduce frustration during daily tasks.
- Users say eMoney stands out for its robust planning capabilities, allowing financial professionals to run comprehensive reports and create detailed financial plans. This feature is particularly praised for its effectiveness in client interactions, making it a valuable tool for advisors.
- Reviewers mention that eMoney offers superior customer support, with many users highlighting the quick response times and the ability to communicate issues effectively through chat support. This level of service contributes to a positive user experience, especially for those needing assistance with complex features.
- According to verified reviews, Betterment at Work has a strong market presence, reflected in its higher G2 Score compared to eMoney. Users appreciate the active engagement from the Betterment team, which has transformed how employees interact with their retirement plans, fostering a more proactive approach to financial management.
- Users report that eMoney's implementation process is notably efficient, with many praising the intuitive onboarding that allows for a quick setup. This is a significant advantage for small businesses looking to integrate financial planning tools without extensive downtime.
- Reviewers highlight that while Betterment at Work has a solid user interface, some users feel it could improve in areas like customizable reporting. In contrast, eMoney offers highly customizable reporting features, which users find beneficial for tailoring insights to specific client needs.
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
505
9.3
54
Ease of Use
8.9
523
8.5
55
Ease of Setup
8.4
472
9.0
41
Ease of Admin
8.7
452
9.2
11
Quality of Support
7.8
484
9.2
53
Has the product been a good partner in doing business?
8.5
448
9.2
11
Product Direction (% positive)
8.4
510
9.4
55
Features by Category
Platform Content
9.0
52
Not enough data
8.8
49
Not enough data
8.9
50
Not enough data
Platform Basics
9.3
53
Not enough data
9.1
49
Not enough data
8.7
50
Not enough data
9.2
49
Not enough data
Platform Additional Functionality
8.6
48
Not enough data
9.3
50
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
47
Not enough data
Feature Not Available
Not enough data
8.6
45
Not enough data
Functionality
8.1
51
9.4
14
8.4
51
8.8
14
9.5
49
9.6
14
8.6
51
8.8
14
9.2
50
9.5
14
Feature Not Available
8.8
14
8.4
44
9.2
10
Integration
8.8
49
9.1
13
8.7
48
8.6
13
Feature Not Available
8.8
13
Agentic AI - Investment Portfolio Management
8.1
21
Not enough data
9.1
21
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
38
Platform Interoperability
Not enough data
8.6
36
Platform Performance
Not enough data
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Onboarding
8.0
475
Not enough data
8.8
472
Not enough data
Dashboard
8.9
464
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
458
Not enough data
8.3
457
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
11.0%
Information Technology and Services
8.5%
Financial Services
5.5%
Hospital & Health Care
5.3%
Construction
5.3%
Other
64.4%
Financial Services
93.7%
Consulting
1.6%
Marketing and Advertising
1.6%
Investment Management
1.6%
Banking
1.6%
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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