Betterment Advisor Solutions Features

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Contains a client portal for clients to access their

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Allows administrators to design employee retirement plans

Allows plan participants to select contribution amounts and investments

Displays employee investment balances for given time periods

Displays what investments an employee has chosen, and what investments are available

Allows employees to view and update their personal information, such as salary, dependents, investment goals, etc.

Plan complies with Internal Revenue Code and is operating according to its terms and the law

Has tasks for plan maintenance to remain qualified for tax benefits, such as allocation/distribution reports, tracking participant loans, and independent reviews

Functionality to monitor employee participation and investment peformance

Gives access to pre-built and custom reports and dashboards to track 401(k) administration costs, employer contributions, and for compliance purposes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting