--- title: Betterment Advisor Solutions Reviews meta\_title: 'Betterment Advisor Solutions Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 64 reviews by the users' company size, role or industry to find out how Betterment Advisor Solutions works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 64 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ### Betterment Advisor Solutions Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **ease of use** of Betterment Advisor Solutions, enjoying a smooth, fast, and intuitive experience. [(44 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031604&qs=pros-and-cons#reviews) Users value the **responsive customer support** of Betterment, enhancing their overall experience and satisfaction. [(22 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031561&qs=pros-and-cons#reviews) Users praise the **simple and user-friendly interface** of Betterment Advisor Solutions, enhancing their overall client experience. [(20 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031607&qs=pros-and-cons#reviews) Users love the **easy setup** of Betterment Advisor Solutions, facilitating smooth onboarding and efficient client management. [(19 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2108931&qs=pros-and-cons#reviews) Users appreciate the **easy setup** of Betterment Advisor Solutions, enjoying seamless onboarding and efficient client management. [(17 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2109043&qs=pros-and-cons#reviews) Users find **limited investment options** restrict their portfolio flexibility, making it challenging for diverse investment strategies. [(13 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031591&qs=pros-and-cons#reviews) Users note **limited investment options** , affecting flexibility and suitability for various investment needs. [(12 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031572&qs=pros-and-cons#reviews) Users note a **feature deficiency** in Betterment Advisor Solutions, particularly in reporting and customization options. [(11 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031562&qs=pros-and-cons#reviews) Users experience **difficulty understanding complex processes** , making it challenging to manage advanced investment scenarios effectively. [(7 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2108937&qs=pros-and-cons#reviews) Users report **poor customer support** , especially finding tier 1 help ineffective and tier 2 response times frustratingly slow. [(7 mentions)](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031581&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Betterment Advisor Solutions ##### 1. Ease of Use Users value the **ease of use** of Betterment Advisor Solutions, enjoying a smooth, fast, and intuitive experience. [ See 44 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031604&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Easy Setup, Competitive Performance—But Limited Offline Support" What do you like about Betterment Advisor Solutions? ease of use and setup. Good pricing. competitive performance ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 3.5/5 "Affordable Pricing, But Platform Awareness Needs Improvement" What do you like about Betterment Advisor Solutions? the platform pricing and ease of use are some positive benefits ##### 2. Customer Support Users value the **responsive customer support** of Betterment, enhancing their overall experience and satisfaction. [ See 22 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031561&qs=pros-and-cons#reviews) See Related User Reviews ![ryan g.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ryan g.") RG ryan g. Small-Business (50 or fewer emp.) 5.0/5 "Modern, Intuitive Platform That Empowers Advisors" What do you like about Betterment Advisor Solutions? What I appreciate most about Betterment Advisor Solutions is how it blends a modern, intuitive platform with investment management that prioritizes fi ![Simon B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simon B.") SB Simon B. Small-Business (50 or fewer emp.) 4.5/5 "Effortless to Use with Outstanding Customer Service" What do you like about Betterment Advisor Solutions? Ease of use, high quality customer serviceSimple ##### 3. Simple Users praise the **simple and user-friendly interface** of Betterment Advisor Solutions, enhancing their overall client experience. [ See 20 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031607&qs=pros-and-cons#reviews) See Related User Reviews ![Massimiliano D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Massimiliano D.") MD Massimiliano D. 5.0/5 "Exceptional Investment Management Tool with Intuitive Interface" What do you like about Betterment Advisor Solutions? I like the goals-based interface of Betterment Advisor Solutions, which really improves the user experience for clients. It's also very easy to use, a ![Simon B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simon B.") SB Simon B. Small-Business (50 or fewer emp.) 4.5/5 "Effortless to Use with Outstanding Customer Service" What do you like about Betterment Advisor Solutions? Ease of use, high quality customer serviceSimple ##### 4. Easy Setup Users love the **easy setup** of Betterment Advisor Solutions, facilitating smooth onboarding and efficient client management. [ See 19 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2108931&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Easy Setup, Competitive Performance—But Limited Offline Support" What do you like about Betterment Advisor Solutions? ease of use and setup. Good pricing. competitive performance TC Tayler C. Mid-Market (51-1000 emp.) 4.0/5 "Effective for Small Accounts, But Needs State Tax Tools" What do you like about Betterment Advisor Solutions? I use Betterment Advisor Solutions for handling smaller accounts that we don't manage at Fidelity. It's a great small account solution because it has ##### 5. Setup Ease Users appreciate the **easy setup** of Betterment Advisor Solutions, enjoying seamless onboarding and efficient client management. [ See 17 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2109043&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Easy Setup, Competitive Performance—But Limited Offline Support" What do you like about Betterment Advisor Solutions? ease of use and setup. Good pricing. competitive performance TC Tayler C. Mid-Market (51-1000 emp.) 4.0/5 "Effective for Small Accounts, But Needs State Tax Tools" What do you like about Betterment Advisor Solutions? I use Betterment Advisor Solutions for handling smaller accounts that we don't manage at Fidelity. It's a great small account solution because it has ### 5 Cons or Disadvantages of Betterment Advisor Solutions ##### 1. Limited Investment Options Users find **limited investment options** restrict their portfolio flexibility, making it challenging for diverse investment strategies. [ See 13 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031591&qs=pros-and-cons#reviews) See Related User Reviews ![Simon B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simon B.") SB Simon B. Small-Business (50 or fewer emp.) 4.5/5 "Effortless to Use with Outstanding Customer Service" What do you dislike about Betterment Advisor Solutions? Inability for multiple recurring contributions to joint accounts JK John K. Small-Business (50 or fewer emp.) 4.5/5 "Automated Investing and Tax Loss Harvesting Made Easy" What do you dislike about Betterment Advisor Solutions? Lack of HSAs and direct indexing accounts ##### 2. Limited Options Users note **limited investment options** , affecting flexibility and suitability for various investment needs. [ See 12 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031572&qs=pros-and-cons#reviews) See Related User Reviews ![David G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David G.") DG David G. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Experience for Clients" What do you dislike about Betterment Advisor Solutions? Lack of account types (Custodial, SIMPLE IRAs, etc.), difficulty finding account numbers, difficulty searching for clients in Co-Pilot ![Kurt H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kurt H.") KH Kurt H. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Onboarding, Responsive Support" What do you dislike about Betterment Advisor Solutions? There are a few types of accounts that are not yet offered, such as UGMA/UTMA accounts. ##### 3. Feature Deficiency Users note a **feature deficiency** in Betterment Advisor Solutions, particularly in reporting and customization options. [ See 11 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031562&qs=pros-and-cons#reviews) See Related User Reviews ![ryan g.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ryan g.") RG ryan g. Small-Business (50 or fewer emp.) 5.0/5 "Modern, Intuitive Platform That Empowers Advisors" What do you dislike about Betterment Advisor Solutions? While Betterment Advisor Solutions is a strong and expanding platform, some elements still show its relative youth compared to more established provid ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") C Verified User Small-Business (50 or fewer emp.) 4.0/5 "Empowering Financial Control with Excellent Support" What do you dislike about Betterment Advisor Solutions? It is difficult to generate performance reports for accounts, as there is no straightforward method available. Additionally, advisors do not have the ##### 4. Difficulty Understanding Users experience **difficulty understanding complex processes** , making it challenging to manage advanced investment scenarios effectively. [ See 7 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2108937&qs=pros-and-cons#reviews) See Related User Reviews ![Noah R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Noah R.") NR Noah R. 4.5/5 "Simplified 401k Solutions for Small Businesses" What do you dislike about Betterment Advisor Solutions? Direct support for advisors. Took a while to understand who was my representative to the plan to help make changes or answer questions. ![David G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David G.") DG David G. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Experience for Clients" What do you dislike about Betterment Advisor Solutions? Lack of account types (Custodial, SIMPLE IRAs, etc.), difficulty finding account numbers, difficulty searching for clients in Co-Pilot ##### 5. Poor Customer Support Users report **poor customer support** , especially finding tier 1 help ineffective and tier 2 response times frustratingly slow. [ See 7 mentions ](https://www.g2.com/products/betterment-advisor-solutions/reviews?filters%5Bsentiment_snippet%5D=2031581&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Easy Setup, Competitive Performance—But Limited Offline Support" What do you dislike about Betterment Advisor Solutions? Everything is online. No phone number to call when issues arrive. No events in major areas like Chicago. ![William "Nick" J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "William "Nick" J.") WJ William "Nick" J. Small-Business (50 or fewer emp.) 3.5/5 "Mostly great. Support is awful." What do you dislike about Betterment Advisor Solutions? Recently, Betterment instituted tier 1 and tier 2 support. Tier 1 support is a joke. The tier 1 people do not know the answer to any question, they do ![Amber K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amber K.") AK Amber K. Financial Planner Small-Business (50 or fewer emp.) 2/18/2025 "A wonderful work in progress" 3.5/5 What do you like best about Betterment Advisor Solutions? The simplified platform and onboarding process for clients. The Support staff are also extremely responsive and helpful, and have even followed up with me on topics months later when they had an update - a truly amazing crew! Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? The lack of control on the advisor view. I would love to be able to filter notifications, create more customized client reports, be able to see more detail on a client's performance, allocation breakdown, and generally a better "review" experience rather than just being able to see the client's view. Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? An easy client onboarding process for simpler less complicated client cases. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 5/20/2025 "Great Automations - would like more customizations" 4/5 What do you like best about Betterment Advisor Solutions? The automatic investment program, tax management for rebalancing, emails to clients for transfers and rollovers with next steps. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? Not being able to do everything from the advisor dashboard (need to hop into client side a good amount for clarity on transactions and performance). Not being able to hold/trade single stocks (I hear this is coming). Not having one dashboard for all tax forms (I have to click into each client account and download each unique form). Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Regular dollar cost averaging for clients is made so simple. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Denise D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denise D.") DD Denise D. Owner, Financial Advisor Small-Business (50 or fewer emp.) 5/20/2025 "Betterment gets the job done" 4.5/5 What do you like best about Betterment Advisor Solutions? Betterment is easy to use - both for me and my clients. They love the app. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? Communication and help. It would be helpful to have more help topics on their website. Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Betterment helps me to help my clients with automatic monthly savings into their retirement accounts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 5/20/2025 "Too structured no investment choice flexibility" 2.5/5 What do you like best about Betterment Advisor Solutions? Automated billing features were nice to have. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? Too structured and no investment flexibility Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Robo advising solutions Review collected by and hosted on G2.com. Show More 12/9/2025 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Joseph B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph B.") JB Joseph B. Data-Driven Financial & Business Consultant | Machine Learning Engineer | Author Small-Business (50 or fewer emp.) 5/20/2025 "Help Platform For clients" 4/5 What do you like best about Betterment Advisor Solutions? The ability to see what the client is seeing on their end and easy to setup accounts. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? I wish there was better performance reporting for individual funds. Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Easy portfolio management and helps with tax loss harvesting Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 5/20/2025 "Betterment is great for DIYers" 5/5 What do you like best about Betterment Advisor Solutions? It makes it easy to set up investment accounts and get started on saving. It also assists individuals with little to no experience in investing to get started with investing without having to continuously manage the account, rebalance and ensure it is invested to their specifications. Betterment takes care of these things for the individual. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? You cant hold individual positions. It is also very difficult to leave Betterment if you decide to move to a different custodian. It also does some automatic communications that I did not apprecaite. Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Assists DIY investors to get started with investing if they do not want to work with an advisor Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![James S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James S.") JS James S. Financial Advisor Small-Business (50 or fewer emp.) 5/22/2025 "Bettement For Advisors Very Easy to Use" 5/5 What do you like best about Betterment Advisor Solutions? Betterment for Advisors is very easy to use and quite full featured. Customer support is very responsive, answering emails with 24 hrs. Simple enough that anyone can use. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? I haven't found a downside of using them. Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Very easy to set up a client with either a small or large balance. Can diversify risk tolerances and handle Qualified or non qualified accounts Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Allen D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Allen D.") AD Allen D. Chief Operating Officer Small-Business (50 or fewer emp.) 2/18/2025 "The ability to purchase stocks for clients accounts." 3.5/5 What do you like best about Betterment Advisor Solutions? The ability to open clients accounts quickly. The portfolio options for advisors. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? The ability not to offer individual stocks. Also, I wish you could issue a physical check for older clients. Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? They satifisfy the ability for our smaller asset clients a solution for them to build wealth. Also, the cash account has a very attractive yield. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Matt E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matt E.") ME Matt E. Principal Investment Management Small-Business (50 or fewer emp.) 2/25/2025 "A great solution if you're looking for a robo advisor for your firm" 4.5/5 What do you like best about Betterment Advisor Solutions? Ease of onboarding, very intuitive user interface, exceptional customer support Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? Limited investment options, basic management tools Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Betterment gives me easy and affordable access to a fantastic 401k solution for my small business clients. In addition, for my basic individual clients, Betterment does a good job of allocating, rebalancing, and keeping them invested. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 5/20/2025 "Positive Review" 4/5 What do you like best about Betterment Advisor Solutions? Easy to use platform and easy for clients to sign up themselves. Review collected by and hosted on G2.com. What do you dislike about Betterment Advisor Solutions? Cannot share repcodes. Issue with fee billing and compliance for two advisors with one case Review collected by and hosted on G2.com. What problems is Betterment Advisor Solutions solving and how is that benefiting you? Efficient solution for lower tier clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Top-Rated Alternatives [ ![Human Interest](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Human Interest") Human Interest 4.3/5(2,444) ](https://www.g2.com/products/human-interest/reviews) [ ![Morningstar Direct](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Gusto 401(k)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gusto 401(k)") Gusto 401(k) 4.5/5(1,156) ](https://www.g2.com/products/gusto-401-k/reviews) [ View All Alternatives ](https://www.g2.com/products/betterment-advisor-solutions/competitors/alternatives) ##### Categories on G2 [401(k)](https://www.g2.com/categories/401-k)[Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [What is the best property management software for multi-unit properties?](https://www.g2.com/discussions/what-is-the-best-property-management-software-for-multi-unit-properties)[Leading AP automation services](https://www.g2.com/discussions/leading-ap-automation-services)[Which feature flag software enables instant rollouts and controlled beta testing across web and mobile?](https://www.g2.com/discussions/which-feature-flag-software-enables-instant-rollouts-and-controlled-beta-testing-across-web-and-mobile) [What are the best practices for using a data room in corporate legal teams?](https://www.g2.com/discussions/what-are-the-best-practices-for-using-a-data-room-in-corporate-legal-teams)[Is a dedicated APM tool worth it for a mid-size IT team managing under 100 applications?](https://www.g2.com/discussions/is-a-dedicated-apm-tool-worth-it-for-a-mid-size-it-team-managing-under-100-applications)[Pros and Cons Details](https://www.g2.com/products/betterment-advisor-solutions/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)