Top 10 Betterment Advisor Solutions Alternatives & Competitors

(62)4.4 out of 5

Explore the best alternatives to Betterment Advisor Solutions for users who need new software features or want to try different solutions. Other important factors to consider when researching alternatives to Betterment Advisor Solutions include customer service. The best overall Betterment Advisor Solutions alternative is Human Interest. Other similar apps like Betterment Advisor Solutions are Guideline, Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), and 401GO. Betterment Advisor Solutions alternatives can be found in Investment Portfolio Management Software but may also be in 401(k) Software or Financial Research Software.

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Best Paid & Free Alternatives to Betterment Advisor Solutions

Human Interest
Guideline
Morningstar Direct
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
401GO
Koyfin
Nitrogen
eMoney

Top 10 Alternatives to Betterment Advisor Solutions Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Betterment Advisor Solutions stacks up to the competition, check reviews from current & previous users in industries like Financial Services and Investment Management, and find the best product for your business.

Human Interest

By Human Interest, Inc.

4.3/5

(2,035)

Product Description

Reviewers say compared to Betterment Advisor Solutions, Human Interest is:

Slower to reach roi

More expensive

Better at meeting requirements

Categories in common with Betterment Advisor Solutions:

By Guideline

Product Description

Guideline makes managing your 401(k) a breeze. You get seamless payroll integrations, end-to-end admin and compliance services, and expert customer support. Plus, setting up your 401(k) can take as little as 20 minutes. With a 93% plan sponsor customer satisfaction score,* Guideline is designed to be loved by your team. Employees can self-onboard in 12 minutes or less, get a guided portfolio recommendation, and manage their plan all from an award-winning mobile app. *Guideline’s average plan sponsor satisfaction score (CSAT) based on feedback received from 1/1/2023 to 12/31/2023

Reviewers say compared to Betterment Advisor Solutions, Guideline is:

Slower to reach roi

More expensive

Better at meeting requirements

Categories in common with Betterment Advisor Solutions:

By Morningstar

Product Description

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.

Reviewers say compared to Betterment Advisor Solutions, Morningstar Direct is:

Slower to reach roi

More expensive

Categories in common with Betterment Advisor Solutions:

Investment Portfolio Management

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401GO

By 401GO

4.8/5

(149)

Product Description

401GO makes retirement plans simple to manage and affordable for businesses of all size. We make 401k administration easy and efficient with our automated and comprehensive platform. Everything from record keeping, notifications, compliance, testing and day to day administration are all automated so businesses owners and administrators can focus on running their company while still providing an amazing retirement benefit that will attract and retain top talent. While most 401(k) plans involve many different service providers, we are fully integrated. We are the administrator, the record-keeper and the the plan fiduciary. With 401GO, you have one point of contact for everything related to your 401(k). Not only is this easier, it costs less too, since we've replaced hundreds of manual processes with an efficient automated tech-based solution. Our pricing is simple and straight-forward with no hidden fees. Our simple low price includes everything from compliance, testing, filing requirements and we even acquire an ERISA fidelity bond for businesses that need them, at no extra cost; something other providers leave up to the company to pay for and figure out.

Reviewers say compared to Betterment Advisor Solutions, 401GO is:

Slower to reach roi

More expensive

Better at support

Categories in common with Betterment Advisor Solutions:

By Koyfin

Product Description

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Reviewers say compared to Betterment Advisor Solutions, Koyfin is:

More expensive

Better at support

Easier to admin

Categories in common with Betterment Advisor Solutions:

Investment Portfolio Management

Nitrogen

By Nitrogen

4/5

(71)

Product Description

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.

Reviewers say compared to Betterment Advisor Solutions, Nitrogen is:

More expensive

Categories in common with Betterment Advisor Solutions:

Investment Portfolio Management