Betterment at Work Features

Educational tools that provide including planning, budgeting, and tips on how to alleviate financial stress.

Mobile applications or mobile-optimized websites for access financial wellness solutions.

Tools for budget creation, assets tracking, goal setting, and financial management progress tracking.

Tools that implement, manage, and administer financial wellness programs.

Provides secure connection to employees' banks and money management accounts.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Provides debt management services.

Employee portal lets employees log into the system to help employees measure financial wellness.

Gamification tools for financial goal planning, debt management, and money management.

Provides access to education classes and seminars.

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

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

Reporting and analytics that report on activity and program effectiveness.

Contains tools to visalize data sets or workflows.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

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

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting