--- title: SmartDollar Reviews meta_title: 'SmartDollar Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 599 reviews by the users' company size, role or industry to find out how SmartDollar works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 599 scale: '5' date_modified: '2026-08-09' parent_category: name: HR url: https://www.g2.com/categories/hr --- # SmartDollar Reviews **Vendor:** Ramsey Solutions **Category:** [Financial Wellness Software](https://www.g2.com/categories/financial-wellness) **Average Rating:** 4.8/5.0 **Total Reviews:** 599 ## About SmartDollar SmartDollar is a financial wellness program designed to help employees take control of their money, reduce financial stress, and achieve lasting financial success. Trusted by thousands of benefits teams and HR leaders across industries, SmartDollar empowers workforces to improve financial behaviors while increasing the utilization of other benefits like 401(k) plans. SmartDollar equips employees with a structured, step-by-step plan to reach essential financial milestones—budgeting, paying off debt, saving for emergencies, and building wealth. Through an engaging digital platform, employees access interactive lessons, personalized tools like EveryDollar (a top-rated budgeting app), Ramsey SmartTax, and one-on-one financial coaching. Progress tracking and actionable resources make financial education approachable lead to lasting behavior change. Employers also gain access to anonymized engagement data to measure program impact and employee outcomes. Founded by financial expert Dave Ramsey, SmartDollar serves organizations of all sizes—from large enterprises to fast-growing companies—spanning healthcare, manufacturing, retail, construction, and beyond. By addressing one of the leading causes of employee stress, SmartDollar helps organizations invest in their people, reduce financial stress, and drive meaningful outcomes for businesses and employees alike. ## SmartDollar Pros & Cons **What users like:** - Users find SmartDollar to be incredibly **easy to use** , enhancing organization and accessibility of financial resources. (206 reviews) - Users value the **extensive resources** offered by SmartDollar, enhancing their financial success with educational tools and support. (182 reviews) - Users love the **abundant educational resources** of SmartDollar, making it easy to improve financial habits and support employees. (128 reviews) - Users commend the **amazing customer support** of SmartDollar, highlighting helpfulness and responsiveness from the team. (93 reviews) - Users value the **employee benefits** of SmartDollar, highlighting its positive impact on financial wellness and team success. (84 reviews) - Financial Management (81 reviews) - Simple (63 reviews) - User Interface (63 reviews) - Benefits (59 reviews) - Implementation Ease (46 reviews) **What users dislike:** - Users find the **limited customization** of SmartDollar makes it challenging to tailor the app to their personal financial needs. (27 reviews) - Users find the **high fees** of SmartDollar concerning, affecting its accessibility and overall value for employees. (16 reviews) - Users find the **manual processes** time-consuming and overwhelming, especially when balancing busy schedules. (12 reviews) - Users find **accountability and pricing issues** with SmartDollar, impacting their overall experience and effectiveness. (11 reviews) - Users experience **technical problems** with SmartDollar, including duplicated transactions and difficulties in budgeting functionality. (11 reviews) - Account Setup (9 reviews) - Users report **poor customer support** , making it difficult to effectively engage with the SmartDollar program. (8 reviews) - Integration Issues (6 reviews) - Slow Performance (6 reviews) - Delayed Services (5 reviews) ## SmartDollar Reviews ### 1. Great Financial Tool(s) **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna A. | Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about SmartDollar?** I love how empowering and encouraging SmartDollar is. There are so many helpful tools to plan, visualize, AND execute success. from an administrator standpoint, it is also very user- friendly to use. Customer support is always quick, helpful, and every interaction I have had went above and beyond my expectations. **What do you dislike about SmartDollar?** I use EveryDollar personally and more often than smartdollar. It is easier to use on the go and if I only have a small amount of time, I spend it in the app. **What problems is SmartDollar solving and how is that benefiting you?** I used it to visualize our debt before we paid it off and used the snowball tool. I also used the AI question feature and enjoyed that. It can be used to answer questions and visualize. ### 2. Great Work Perk! **Rating:** 5.0/5.0 stars **Reviewed by:** Beth L. | Senior Accountant/Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** I think the budgeting tool is nice for those who don't have much of a budget set up or don't know wehre to start. I also like that you can link your accounts so that your transactions import automatically. The free tax filing is also an amazing perk. **What do you dislike about SmartDollar?** As with anything Dave Ramsey related, I don't always agree that attacking all debt is the most important thing. If you have a low interest rate, I think it's more beneficial to invest excess funds instead of using your excess funds to pay down your mortgage/low interest debt. However, I still think the baby steps are useful. **What problems is SmartDollar solving and how is that benefiting you?** We want our employees to be in the best place they can be financially. Regardless of salary, it is important to learn how to budget and save and pay off debt. When you feel more comfortable financially, you are less stressed and can also be more effective at your job. ### 3. Simple. But Life Changing. **Rating:** 5.0/5.0 stars **Reviewed by:** David H. | Division Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** I believe being able to give our employees access to the EveryDollar premium app is probably the single most important thing we can do to help them with their financial wellness journey. Simply doing a budget can be such an eye-opening experience that I believe it will leave them wanting more. From there, FPU and the baby steps will fill that want and help them create a better life for themselves and their family. **What do you dislike about SmartDollar?** I do not believe there is a downside to SmartDollar. If we could just get more employees to use it and take advantage of all of the great resources like FPU, EveryDollar, and even one-on-one coaching, that would be great! **What problems is SmartDollar solving and how is that benefiting you?** This is a great benefit for our employee owners. We live by our core values of Trust, Team, Grit, and Growth. We want our employees to grow not only professionally, but personally. SmartDollar checks all of the boxes for Personal Growth. ### 4. Using SmartDollar has been life-changing for my wife and I. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Using the EveryDollar app to help us easily create monthly budgets and track our monthly spending. All of the tools available to help us pay down debt and track where we're at in the process. **What do you dislike about SmartDollar?** I don't really have anything bad to say about the platform. Sure there's tiny glitches sometimes when using the apps or it may log you out of the app and you need to log back in but pretty minor stuff. Otherwise, I'm pushing others at my work and friends/family outside of work to use this program. **What problems is SmartDollar solving and how is that benefiting you?** At first SmartDollar helped us to easily see all of our debts in one place and put together a plan to get them paid off fast. Next, it helped us save money like never before as we always create and track our spend against a monthly budget. Now we're able to purchase the items we want without taking on additional debt or taking on very little that we get paid off quickly or with 0% financing. ### 5. SmartDollar: Transforming lives through financial wellness! **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler S. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** SmartDollar has been a great tool for those on our team that use it. It really does provide so much structure and changes the way individuals view their finances. It really is that roadmap to financial freedom! Imagine trying to drive from NYC to LA without a map.. Without it, you would probably end up in the wrong location. The support that the SmartDollar team provides in helping to engage employees is also extremely helpful! **What do you dislike about SmartDollar?** There is not a lot to dislike about SmartDollar. Occasionally, there are some connectivity issues with certain tools within the platform, but the SmartDollar team is typically very quick about trying to rectify the issues. It can be difficult to get people engaged in the tool and their financial wellness. That is no flaw to SmartDollar, but overall, that is a struggle we have faced. **What problems is SmartDollar solving and how is that benefiting you?** For the employee's that are using it, it has been transformative in the way that they view their money and live their lives! They now can see where they spend their hard earned money, and it's easy. No more living paycheck to paycheck! ### 6. Financial Confidence For Our Employees **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan R. | Business Process Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** What I like most about SmartDollar is bang for your buck. When we purchased this product as a benefit for our employees, I was the most surprised and pleased by the sheer number of features that were included. It has something for everyone and useful tools for all employees and their different stages of life. To me, its impossible to look a the wide array of features and not be able to find something that you need to increase your financial literacy or financial standing. **What do you dislike about SmartDollar?** In our expierence, the only downside of SmartDollar has been the difficulty we have had in getting our team to engage in coaching sessions. On one hand we do have a small team but I feel like they are underutilizing that resource and we are not sure how to convice them that they should use it. **What problems is SmartDollar solving and how is that benefiting you?** We are a small business so the number of benefits we can offer our employees is releatively low so by implementing SmartDollar we have really been able to add a lot of helpful tools in one product instead of trying to include them a la carte. On top of that, the ease of use by the users is top notch. The interface itself is so intuitive and not intimidating that our employees can feel comfortable engaging with these life changeing tools. ### 7. SmartDollar is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlyn W. | Communication Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** SmartDollar has been extreemly beneficial to me. One of the best features is the SmartBudget that shows you how you should be budgeting in a different way. There are also a pelthora of resources whether that be video training moduels that you use personally or the resources and articles you can share with your team. In addition to this everyone at SmartDollar is so helpful - especially my representative Blake Ball! He answers all my questions, shares resources with my monthly personalized to my needs, and goes out of his way to ensure my organization has what we need. This program has helped me eliminate debt, think about money in a smarter way, and made me feel like my financial goals are attainable. **What do you dislike about SmartDollar?** I cannot think of anything I dislike about SmartDollar. One suggestion I would make would be about the auto-email invites feature. It would be nice to have some reporting/analytics around that even if it is just what percentage of the emails are being opened by our team. **What problems is SmartDollar solving and how is that benefiting you?** Our employees, before SmartDollar, felt that being debt free was not an option for them. SmartDollar has given them an amazing amount of resources and showed them just how they can budget their paycheck and slowly work towards being debt free in a pace and way that makes sense to them. Many of our employees regardless of position or salary has told us that this program has increased their overall understanding of finances and made them feel as if there is a way out for them. ### 8. 2nd Year Using SmartDollar for Financial Wellness Programming **Rating:** 5.0/5.0 stars **Reviewed by:** Sara S. | Benefits Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** I found SmartDollar really easy to administer when rolling out a financial wellness program for our employees. Set up was straightforward and automation of sending out email invites to staff was helpful. I really like the resources that are available to promote the program and the number of options that our employees have under the SmartDollar program, making it a great resource for any all employees regardless of where there individual needs are. The program is easy to follow as a user and can be done on a schedule that works best for the individual. I really appreciate the aiblity to create a budget and to sync to your accounts to track transactions - super easy to do and helpful to really see where your money is going and keep you on track. **What do you dislike about SmartDollar?** I don't believe there is anything that I dislike or that employees have indicated that they do not find valuable. The program offers many options which works for a wide range of employees. Something that one person may not like or find valuable could be a feature that another employee really appreciates. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar provides a robust Financial Wellness program for employees and takes the administrative burden from me as the benefits specialist. The reporting feature is great, it allows us to track and reward participation with incentives. It provides a number of financial wellness resources that employees can use for their personal circumstances. ### 9. I love how it really lays out all of your expenses right there for you to see and analyze **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** My favorite part of SmartDollar is the acces to everydollar. I personally feel that is the most useful tool **What do you dislike about SmartDollar?** I haven't found much for downsides. My biggest complaint is that it takes Everydollar a day or too to catch up with transactions. But that is just a minor detail. My other challenge with SmartDollar is getting my staff to acutally put effort into using it. a lot of them will tell me yes, they will sign up and then they never do. Even after talking about it over and over. I personally see the value in it but I havereally struggled getting my team on board. **What problems is SmartDollar solving and how is that benefiting you?** It personally helps me plan for my expenses month to month better. i have always been a good saver and I do not believe in taking on much debt so a lot of the princples taught I already had lived my life by. It has helped keep my wife and I on the same page with our month to month spending. ### 10. Opportunities For All **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about SmartDollar?** The ability to provide team members from all different backgrounds the opportunity to access information to increase financial literacy, in a controlled environment where they can go back and rewatch at their leisure, is a huge benefit to any organization. This also minimizes cross-office banter of sharing incorrect financial information, while providing everyone a pathway to financial stability, allowing them to focus more on their work since they aren't worrying about making ends meet until the end of the week. The inclusion of EveryDollar further enables each team member to easily carry through with their plan to drive more successful outcomes without significantly increasing the amount of work required to do so on their end. **What do you dislike about SmartDollar?** It is a relatively expensive program with opaque pricing that does require manual input and encouragement by the administrators. **What problems is SmartDollar solving and how is that benefiting you?** Our goal with SmartDollar was to ensure every single team member was able to access the information they needed to be financially stable & successful no matter what type of upbringing they had. Better knowledge of how to manage money and plan for the future goes hand-in-hand with having a consistent and strong team, allowing them to stay engaged at work and not be in a constant state of perile outside of the office. ### 11. Tools and Services That Make a Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Ken T. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** The Ramsey Team has put together a very comprehensive program that allows employers to offer a very meaningful and affordable benefit to employees. And though there are no get rich "Easy" or "Quick-Fix" buttons to push with this program. But the combination of educational information, self-help tools and the avaialbility of expert coaching when needed, creates proven paths for anyone of any income who is committed to to securing their personal and/or families financial future. The wealth of helpful information and tools avaialbe with this program, are also backed by team of willing and capable support personal who assist with every step and every question. Blake Ball has been very attentive and supportive of our efforts and would recommend him to any group. **What do you dislike about SmartDollar?** Haven't run accross a disklike with anything yet... **What problems is SmartDollar solving and how is that benefiting you?** It keeps participants focused on their finances and helps to develop a purpose for thier spending and savings. ### 12. Great benefit for employers **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about SmartDollar?** I love that I can pass down educational information about budgeting, student loans, and retirement for my team. I have a lot of employees who are new to the workforce and this gives me an opportunity to help them start their financial savings and furture out right. As a private practice owner I did not have the same opportunities when I went into practice- we now offer 401k, a match and a profit share at the end of the year. I want my employees to have every opportunity to grow! **What do you dislike about SmartDollar?** I do not like that I need to pass down all of the events and flyers that come with smart dollar. I love them but it is time consuming and I do not have a lot of that. It would be awersome to set it and forget it so the team gets their updates but I don't have to work harder to get them the information they deserve. **What problems is SmartDollar solving and how is that benefiting you?** I believe that it helps my employees have piece of mind. It allows them to focus on their futures and their immediate job requirements without the worry of the paycheck to paycheck fears. I see from my dashboard the great progress they make, how they are saving and how they are getting out of debt. I am silently routing for them behind the scenes!! ### 13. SmartDollar Got Our Company Excited for Financial Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Laurel L. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2025 **What do you like best about SmartDollar?** Our company found the EveryDollar budgeting app and the tracking tools to be most useful! Budgeting itself was something a few of us have never done, and EveryDollar made that daunting task something that we looked forward to updating daily. The visuals of the tracking tools gave us satisfaction in seeing our progress visually. Additionally, Russ, our SmartDollar representative was kind, personable, patient, and made the process so easy to follow! **What do you dislike about SmartDollar?** Honestly, there's not much our team didn't like about SmartDollar! The team did have some confusion signing up, but overall the process was clear and everyone made it on board. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping me save money, clearly see how much I'm spending, and reduce my debt in a manageable way. ### 14. Best financial management program I've ever seen ($4.2 million in debt) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2025 **What do you like best about SmartDollar?** I'm the CEO of a law firm. Before I took Dave's training, I did really stupid stuff like leasing cars. Can you believe that nonsense? Why would anybody buy a car the most expensive way that there is? Because I didn’t know any better. To be precise, I had $4.2 million in debt. House debt, building debt, car debt, airplane debt. Fortunately, no credit card debt. Little did the neighbors know Mr. Big Shot was stressed out with payments. I had a PhD in D.U.M.B., as Dave Ramsey says. That doesn’t have to be you. Today, by following the steps in the training, I’m debt-free. It’s not really the amount you make that counts. If you make more, they will just bury you with more debt. It’s what you do with what you earn that counts. Follow the Baby Steps in the training in the order listed. Save up and pay cash for the things that you want. The only debt should be a mortgage and pay it off early. Do them and you can have the financial piece of mind that many strive for. P.S. Knowing this stuff doesn’t help. You have to actually do it. **What do you dislike about SmartDollar?** That it really doesn't provide help once you are debt free about what to do next. I also though the software would make a whole lot more of a big deal once you're debt gree. I was so excited pursuing the goal of being debt free that once I achieved it I needed another goal. I would like the software to help with that. And another BIG thing - when I entered the amount that I REALLY have saved and paid off, it would not let me do it because it limits the dollar amount. I wish this were not the case. **What problems is SmartDollar solving and how is that benefiting you?** Helping my employees to be more financially savvy. ### 15. If you want to get ahead financially, Smart Dollar is your product **Rating:** 5.0/5.0 stars **Reviewed by:** George H. | IT Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about SmartDollar?** Smart dollar provides a single pane of glass to see where your money is going and how you can prioritize your most important bills. No more guessing at what you need to do, it's all in the program and keeps you accountable. I also like how Smart Dollar sends effective communication via email on other programs such as their Tax program where you can submit your return for free! **What do you dislike about SmartDollar?** I honestly can't think of one thing I dislike. **What problems is SmartDollar solving and how is that benefiting you?** Smart Dollar is allows me to create and stick to a budget for things I wasn't paying attention to like going out to eat, coffe habits, etc. My goal has been to grow my savings. ### 16. Barbco and Smart Dollar was an enlightening Experience. **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | COO - co owner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about SmartDollar?** There were several things that I liked about Smart Dollar. 1. The ease of use when engaging any of the nine lessons. 2. The content that was part of the nine lessons. 3. The support from Ramsey staff as we progressed through the program. This was especially true of Caleb Adams, who would take the time to talk with me over the phone about how the program was going. Caleb gave me ideas of what I could do to increase interest in the program. **What do you dislike about SmartDollar?** I would like to have had more time to use the 25 seats that I purchases for staff at our company. My wife and I paid for this innciative with our own cash and I am glad we did. It would have been nice to have more time. **What problems is SmartDollar solving and how is that benefiting you?** It makes me think how my wife and I can utilize cash and stay out of credit card debt to increase our net worth. We now use cash and when the cash is gone, the spending stops. ### 17. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Rohn E. | Training and Recruiting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** In the big picture i like the advice on money management and an App that helps make it easy to use. Implementation was simple and straight forward. Customer supports has been available but not needed. The promotional materials are easy to incorporate into our CRM communication platform. **What do you dislike about SmartDollar?** Actually I have not found any glaring dislikes with SmartDollar. I would have hoped that more of our employees would be signed up as we are 60 days into promoting the program. The SmartCenter give some overall statistics but I am sure the data is more telling then what the tools displays. **What problems is SmartDollar solving and how is that benefiting you?** Getting debit paid off and saving for the future. ### 18. Created2Give **Rating:** 5.0/5.0 stars **Reviewed by:** Scott P. | Director of Employee Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about SmartDollar?** The videos that walk people through step by step on how to manage money and get out of debt and tons of practical tools to help in the process. From budget software that links directly to your checking account, to debt snowball forms, debt tracker, personal and group coaching sessions, and a very helpful staff. **What do you dislike about SmartDollar?** There is nothing I don't like. It's super easy to use and manage. **What problems is SmartDollar solving and how is that benefiting you?** Smart Dollar has helped our employees pay off debt and manage their money which has been crucial considering the poor state of our economy over the last 4 years. Having control over their finances our employees have felt less stress than they would have with the ridiculous inflation we have experienced. ### 19. Great benefit with better support **Rating:** 5.0/5.0 stars **Reviewed by:** Phil M. | District Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about SmartDollar?** The benefits to our employees and their families are the obvious choice, but it puts the information in a place that is accessible and easy to find. The most important thing is the team behind it. They are always there to help and always listening to suggestions on how to improve an already great product. You are buying much more than a benefit, you are buying a team. **What do you dislike about SmartDollar?** I have not up to this point encountered something I dislike that has not been immediately addressed. **What problems is SmartDollar solving and how is that benefiting you?** It provides a financial wellness benefit to people who might not seek it out on their own. ### 20. Underutilized Financial Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen J. | Director of HR, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about SmartDollar?** The tool is easy to use. I use it as an administrator and also personally. Both sides are easy to use. I also appreciate that the team is often making updates (i.e. texting options, automatic group emails every month) to improve the use and experience. The calendar of resources is also great, as well as the reps (Nelson and Russ Petit) are always willing to get me slides, links, resources etc. to get to my team to help promote it. The number and amount of tools available are great! **What do you dislike about SmartDollar?** A mobile app would be great as most of our team is in the field and don't have a computer. It would also be great if it tracked what I started at with each of my debt listings so that when it asks how much debt I've paid off, I would know or at least use the information of when I "payoff a debt" on the website to add that to the amount of debt I've paid off. **What problems is SmartDollar solving and how is that benefiting you?** It is educating and providing tools to our employees on how to meet their financial goals whatever those may be. Many employees live paycheck to paycheck and some have experienced garnishments and bankruptcies. We implemented the tool to help them. Financial Wellness leads to more engagement and productivity. If employees are worried about their finances it can interfere with job performance. ### 21. SmartDollar Has Made Financial Welless Simple and Rewarding **Rating:** 5.0/5.0 stars **Reviewed by:** Caleb P. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about SmartDollar?** I love that it provides our employees with a range of financial wellness benefits and options so they can pick what works best for them. It allows them to empower themselves toward a life of financial peace. It's easy to use and implement and our account rep is very helpful and responsive if we ever have any questions. **What do you dislike about SmartDollar?** The only thing I haven't liked about SmartDollar is trying to get our employees to adopt it. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping us provide a holistic benefit package to our employees and help them understand how much we as a company value their sucess in their personal lives. ### 22. Excellent Product with OUTSTANDING Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Keith S. | Commercial Driver's License Instructor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about SmartDollar?** The software ease of use and the amount of information and features available for different stages of life. The OUTSTANDING Customer Support provided by, specifically by Caleb Adams (our direct point of contact) by far exceeds our expectations. The web-based software and constant product library updates entices customer to frequently visit and interact with the products available. **What do you dislike about SmartDollar?** There is really nothing that I can think of at this time. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping our team members grow more financially secure which provides them peace of mind allowing them to better focus when they are at work. ### 23. Teamwork makes the dream work **Rating:** 5.0/5.0 stars **Reviewed by:** Christina M. | Practice Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** Our team has decided to become smart using our dollars as a team! Russ has helped make this process very smooth and seamless! SmartDollar was super easy to get set up! They have excellent customer service! We use SmartDollar every week as a team as we watch vidoes and discuss how to better ourselves finanically. We also use the SmartDollar budgeting app as well! Very easy to use! **What do you dislike about SmartDollar?** We haven't found a single thing that we dislike about SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is solving the frustration of having our team living paycheck to paycheck and will help us with our team members being financially stable. ### 24. This has lead to freedom and healthy relationships for our employees. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about SmartDollar?** Ease of use. Our team is able to easily navigate the system and find the features they would like to utilize. As the administrator, the support I have received and the design of the system led to an ease of implementation and inviting our staff in was a great benefit. **What do you dislike about SmartDollar?** I honestly have not discovered anything yet. **What problems is SmartDollar solving and how is that benefiting you?** We have a younger staff and Smart Dollar is helping give them peace of mind with their finances which leads to our staff being more peaceful and productive. I believe this benefit gives our staff the sense that we value them and want to invest in them as a whole person. ### 25. SmartDollar Works! **Rating:** 5.0/5.0 stars **Reviewed by:** Jaimie K. | Human Resources Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** From a personal standpoint, SmartDollar has helped me personally get out of debt much faster than any other attempt I have made in the past. I appreciate the multiple opportunites afforded by SmartDollar. The budgeting app is the best! From an administrative standpoint, working with Gus Rojas has been absolutely wonderful. He is kind and encouraging during our meetings and has shown me some great tools that I had no idea were even options. It's clear that he is 100% bought in and proud of his work. I am very glad he's our account manager. **What do you dislike about SmartDollar?** From an admin side, I don't particualrly like the SmartCenter reports because it can be misleading. It's hard to guage user activity. If somene hasn't used their account in over a year, given the limited openings we have, I'd rather give it to an employee who will take advantage of the benefit. **What problems is SmartDollar solving and how is that benefiting you?** For me, it's solving where my money is going and where we can stop spending to put money towards paying down debt. I never thought my husband and I could have paid off $14,000 in under a year. Being able to keep a close eye on our budget was a game changer. ### 26. Helpful tool for everyone on staff! **Rating:** 4.0/5.0 stars **Reviewed by:** Denise J. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** I love that I can give all of my team members a tool to manage their finances. It's a huge burden lifted when they have the knowledge and software to make things easier for themselves! **What do you dislike about SmartDollar?** I wish the budgeting was a little more intuitive. There is an option to tie your bank account to your Smart Dollar account, but it would be nice for the transactions to flow in. Like recognize that a Kroger charge maybe should go into the "grocery" category? **What problems is SmartDollar solving and how is that benefiting you?** It is a tool we offer to our employees so they can manage and/or plan finincial decisions. ### 27. A friendly challenge **Rating:** 5.0/5.0 stars **Reviewed by:** Aiden M. | Head Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** My coach is on my side with everything I do, including delivering the hard truths, helping me set clear goals based on my pursuits, and encouraging me in my ability to achieve! **What do you dislike about SmartDollar?** It's pretty thorough, not sure about up to date, relevant information which I'm sure they hear a lot. From a business perspective it's near perfect! **What problems is SmartDollar solving and how is that benefiting you?** It's getting finincial resources to all my employees so they can breathe easy and focus at work, having felt taken care of, rather than being alone in their awareness with money. Resulting in better focus, more production, happier employees, and good decision-makers. ### 28. Valuable Workplace Benefit **Rating:** 5.0/5.0 stars **Reviewed by:** Paula B. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** As the administrator for our team's use of the system, I found it very easy to launch. The initial Smart Money course created a natural opportunity for shared learning experiences (we implemented a weekly brown bag lunch in the office where we watched each of the lessons together, then shared our feedback with the group). Now that we are past the initial launch, I love the support we get with quarterly suggestions for ways to encourage our employees to continue using all the features. **What do you dislike about SmartDollar?** I have had a budget on a spreadsheet for more than 20 years, so I found the budget in the system to be a little more cumbersome than a basic spreadsheet, but if you've never had a budget, the one provided in the system is someplace to start. I did like the suggested budget amounts for people who have no idea what's a realistic number for certain categories. **What problems is SmartDollar solving and how is that benefiting you?** For me personally, it's helping me be more mindful about where I'm actually spending money above and beyond basic needs like mortgage, utilities and other basic bills. ### 29. SmartDollar is great for our employees! **Rating:** 5.0/5.0 stars **Reviewed by:** Livia M. | Benefit Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about SmartDollar?** Flexibility to start where the employees need it most. Love the website, so easy to use. **What do you dislike about SmartDollar?** Some employees do not see it as a practical solution to financial problems. **What problems is SmartDollar solving and how is that benefiting you?** helping me pay off debt and monthly budgeting. ### 30. Giving financial options to our employees **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey B. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** I love seeing our employees utilizing the software and making a difference in their lives. Blake Ball is our relationship manager and I enjoy our quarterly calls and goal setting. He is very personable and has great ideas for incentives and growing the amount of participation we have. **What do you dislike about SmartDollar?** We are not in a occupation where we can show powerpoints to our employees. I would like the information to be a one page document so i can add it to paychecks or hand out. **What problems is SmartDollar solving and how is that benefiting you?** I am getting close to retirement and use smart dollar to ensure I retire comfortably. ### 31. SmartDollar the smart way to support your employee's financial well-being **Rating:** 5.0/5.0 stars **Reviewed by:** Maureen O. G. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** The 7 Baby Steps are a great way to manage ones financial wellness journey in small bites. Taking things one step at a time allows for small successes which is motivatating people to continue with the program to reach their long term goals. **What do you dislike about SmartDollar?** Nothing that SmartDollar needs to do but I chose to faciliatate the program live with any employee wanting to join in and this bit of hand holding was welcomed and proved beneficial. **What problems is SmartDollar solving and how is that benefiting you?** It provides a method of gaining control of ones finances in the short and long term. The less stressed employees are about their finances the more happy and productive they are at work and in life. ### 32. S&B Metal Products- SmartDollar Review **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie B. | CEO, Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about SmartDollar?** As a user, my wife an I use the EveryDollar budget monthly. From my role as administrator, my team members who use it, really use it. They budget and have been seeing the benefits. **What do you dislike about SmartDollar?** My age demographic is older (manufacturing). Since SmartDollar is 100% online, a large portion of our user base will not log in. Some simply because it's tech. And some becuase they are still convinced their data is being tracked. **What problems is SmartDollar solving and how is that benefiting you?** We offer a benefits package for medical, dental, vision, life insurance, 401k, etc. It's the financial wellness component to our benefits package. For the team members using it, it's a huge benefit. ### 33. Life Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Felica D. | Owner/LCPC, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** We offer SmartDollar to all of our employees on day 1 of hire. We market it monthly and share the reports and how the team is doing financially. Many employee's use the tools to help teach our clients as well. Caleb has also lead a weekly team meeting for us, increasing the usage and motivation. It is easy to implement and customer service is fantastic! A quick email and all is made well! **What do you dislike about SmartDollar?** I don't have any dislikes at the moment. **What problems is SmartDollar solving and how is that benefiting you?** We are a small company and this is one of our greatest benefits offered to employees! ### 34. Best Stress Relief a Company Can Offer an Employee! **Rating:** 5.0/5.0 stars **Reviewed by:** Sonia B. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** SmartDollar is easy to navigate, offers easy to set up budget, savings, and debt reduction tools and eliminates all the "incorrect noice" surrounding financial fitness and freedom from debt. The account managers are professional, helpful and always willing to help with company training. SmartDollar gives you all the info you need to send out flyers, emails and brochures to keep employees engaged and help them realize their financial goals. **What do you dislike about SmartDollar?** I don't see any downsides to SmartDollar. It's a fantastic product! **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar helped me personally create a realist budget, discover where I was overspending and create good savings habits. ### 35. Smart Dollar Review **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley G. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** its structured approach to financial education.'Id like the step-by-step guidance, especially the focus on getting out of debt using the debt snowball method. That kind of clear path can be really motivating. Caleb also if very helpful to the team. He always make sure we're comfortable along the way and we are all knowdleable enough in using the tools **What do you dislike about SmartDollar?** while the structured approach is good for some, it might feel a bit rigid for others. If I were someone who preferred a more flexible or personalized approach to financial planning, I might find SmartDollar's focus on Dave Ramsey's specific methods a bit too prescriptive. Not everyone resonates with his particular style or agrees with all his advice. **What problems is SmartDollar solving and how is that benefiting you?** Lack of financial knowledge If I struggle with basic financial concepts like budgeting, saving, and debt management ### 36. Very useful and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** James M. | Safety & HR Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** The planning and projections are most helpful. I can see where I'm at currently and where I'll be in the future. It makes setting and tracking goals much more easily. There are also a ton of very helpful products included. I was very happy about the Wills & Powers of Attorney and Smart Tax. Also the customer service has been great. **What do you dislike about SmartDollar?** As an administrator, I do wish there were more options for reporting. Otherwise, everything was very easy to set up and any of our employees who already had accounts were able to integrate without hassle. **What problems is SmartDollar solving and how is that benefiting you?** It helps me prioritize and tackle debt and track everything very easily. ### 37. So easy to use - and it's a huge value add to our staff! **Rating:** 5.0/5.0 stars **Reviewed by:** Beth Anne H. | HR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** great benefit to offer employees the opportunity to clean up their financial health. Offering a free way to do taxes & to call in for financial counseling - extremely helpful to those in ministry who don't make a ton of $. **What do you dislike about SmartDollar?** Can't think of anything off hand... I suppose if I needed to say something - wish there was an annual fee instead of multiple years - but that just further insulates how integrated our employees will be - I really can't say anything bad! **What problems is SmartDollar solving and how is that benefiting you?** financial health to our employees & myself & hubs! ### 38. Working with Russ getting our Team on board **Rating:** 5.0/5.0 stars **Reviewed by:** Russell R. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2025 **What do you like best about SmartDollar?** Most helpful is the easy to use Budget tool. What I like best is plugging in all my assets, debts, income, investments and hopeful date of retirement, along with how much monthy income I'd like at retirement and the tool telling me what I need to do to get there. As an Administrator, I like the tools to get team members excited along with straegies supplied by Russ. Furthermore, I like that I can monitor how much individual team memebrs are using the program **What do you dislike about SmartDollar?** Have not encountered anything yet, Ramset solutions seems to have nailed it. If we encounter anything, we will let Russ know. **What problems is SmartDollar solving and how is that benefiting you?** As an admin, I'm hopeful Smart Dollar is guiding co-workers to make wise decisions with their hard earned income. That benefits me by creating a financially healthy envirnment for my co-workers ### 39. Great for personal use, tough to implement. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about SmartDollar?** The program is helpful for eliminating debt. It works if you follow the baby steps. The educational content is simple to understand which makes it seem trustworthy. **What do you dislike about SmartDollar?** A few things I don't like: 1) Difficult to engage staff to use the program. This isn't so much a problem with SmartDollar, but it's been a challenge to generate interest within our organization. 2) The monthly campaign links don't contain actual content. Instead they are just invitation links to sign up for the program. Suggest compiling a group of articles supporting the campaign's theme. 3) After I checked out links for help with life insurance, I started receiving endless solicitor text messages. Makes me apprehensive to recommend it other people. **What problems is SmartDollar solving and how is that benefiting you?** The idea is to help staff become more financially literate which is supposed to translate into greater employee dependability and improve retention. ### 40. Best experience I have ever had and my coach was amazing!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Cassandra W. | Executive Director of Business, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Having SmartDollar, I was thrilled to offer this product to our employees, giving them valuable education on how to make their money work for them. I also loved providing a variety of resources they could personalize to fit their needs. Additionally, I was proud to offer tools that allowed them to complete their taxes at no cost. Smart dollar was easy to use and the customer support I recieved was amazing!!! Blake Ball was so extremely helpful and always there when I needed him. He was my ROCK the entire time **What do you dislike about SmartDollar?** Absolutely no dislikes! This product was detialed and never found a negative. **What problems is SmartDollar solving and how is that benefiting you?** Our team lives in a high proverty area and this was a way to teach them that they have options and including a personal coach! ### 41. Russ Petit - J. Heath & Company CPA **Rating:** 5.0/5.0 stars **Reviewed by:** Alex C. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about SmartDollar?** I like the broad range of features. My favortie part about the program is the financial coaching. I also really like the customer service. Russ has been super helpful and encouraging with employee engagement. **What do you dislike about SmartDollar?** I do wish the dugeting system was a litle more in depth, but that might just be the accountant in me. **What problems is SmartDollar solving and how is that benefiting you?** Confusion with budgeting and debt payoff strategies. My coach is very helpful. I have encouraged all of our employees to use the coaching sessions and the ones who have taken advantage of it also find them super helpful. ### 42. Jim Barker Review **Rating:** 5.0/5.0 stars **Reviewed by:** Jim B. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** Financial resources and educational information on various areas of my life management needs from legal to budgeting - Additionally I have a great partner in Caleb Adams our Sales Account Manager! Our touchbases are informative, helpful and he provides thoughtful insights on how to expand our employee usage, he is always available for questions, and he has great energy! **What do you dislike about SmartDollar?** Too many graphics, would rather have better summarized information on utilization for quick summary of benefits and clear use explanation for myself and explaining features and benefits to my employees **What problems is SmartDollar solving and how is that benefiting you?** budgeting ideas, research on financial questions and providing me reading on various financial interests ### 43. Easy Implementation and Ability to Make Quick Progress **Rating:** 5.0/5.0 stars **Reviewed by:** Megan L. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** The implementation process was very smooth and although we did not use every resource provided, it was amazing to have options and examples for what we could use to promote the product. After we provided the code to team members, we have not had anyone reach out with questions on how to use the program which speaks for itself how easy it is to use. Nelson has been available since the beginning for us and has been awesome! **What do you dislike about SmartDollar?** In order to really make progress, SmartDollar requires a large amount of time up front to become invested in using it every day or even regularly moving forward. **What problems is SmartDollar solving and how is that benefiting you?** Within the first few weeks, we have seen a decrease in team members who are extremely stressed about finances. ### 44. SmartDollar is a Great Addition to our Benefit Offerings **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan K. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about SmartDollar?** SmartDollar waseasy to implement and continues to be easy to use. SmartDollar provides so many opportunities for folks to achieve financial wellness - from budgeting, videos, coaching, tax prep, etc. It is a great addition to our company's benefit offerings because we focus on wellness, and financial wellness is a part of that. On the administrative side, they have amazing communication, follow-up, and provide so much support. **What do you dislike about SmartDollar?** I can't think of anything to dislike about SmartDollar. I dislike how little time I can spend as an Administrator trying to achieve more participation. **What problems is SmartDollar solving and how is that benefiting you?** As an Administrator, SmartDollar solved the problem of finding a tool/resource to help employees achieve financial wellness. As a User, SmartDollar solved the problem of consolidating information and setting/tracking/achieving goals. ### 45. Great Experience Implementing SmartDollar! **Rating:** 5.0/5.0 stars **Reviewed by:** Leah W. | HR/Benefits/Payroll, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2025 **What do you like best about SmartDollar?** Working with Caleb to implement SmartDollar for our team has been a very rewarding experience. Our company understands the necessity of educating and providing the tools needed for our employees to create financial wellness and stability in their homes. This was the first year we offered SmartDollar and from our first call to our end of year review, Caleb has been an amazing resource to ensure we had success. **What do you dislike about SmartDollar?** I have not found anything to disklike about SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** Education and financial wellness for our employees. ### 46. Great Benefit for Team Members **Rating:** 5.0/5.0 stars **Reviewed by:** Martie M. | Director Of Community Development, Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** Smart Dollar is a way that we can impact the financial well-being of our team members. We offer a team member emergency assistance program, and Smart Dollar is the perfect companion to that. It's easy to use and we love the promotions the offer along with the group email invitation to invite new team members. It was easy to implement and does not require huge time commitments from our team. **What do you dislike about SmartDollar?** We have tried for years to get more team members engaged with Smart Dollar, but have stayed around the same percentage. It's frustrating to have such a great tool and not everyone taking advantage of what it offers. **What problems is SmartDollar solving and how is that benefiting you?** Employee retention is a real problem for us. Having a benefit like Smart Dollar helps. ### 47. Seamless Process and Clear Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Krista H. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** Blake ensures a seamless process by keeping us well-informed and making it easy to relay information to our employees. His clear communication and efficiency allow us to maintain high engagement and continued usage among our team. **What do you dislike about SmartDollar?** I have nothing that I dislike about SmartDollar. It's a very useful tool! **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is empowering our employees to eliminate debt and take control of their financial future. By providing valuable financial planning tools, it enables them to manage their money with confidence rather than feeling controlled by it. ### 48. SmartDollar is very helpful in getting your finances organized. **Rating:** 4.0/5.0 stars **Reviewed by:** Darlene R. | Senior Regional Controller, The Americas Logistics & Distribution, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about SmartDollar?** SmartDollar helps you to see where your money is going so that you can make adjustments and tweaks wherever it is needed. I've shared my experience with other colleagues. There are a lot of resources relevant to most users like how to save on groceries or save for a vacation. Easy to use once you get going. **What do you dislike about SmartDollar?** Limited Spanish material. We have a large hispanic population. It takes a couple of months to get the hang of it so more videos on getting started are needed. **What problems is SmartDollar solving and how is that benefiting you?** It is letting me track my spending and saving. ### 49. Such a tremendous value and life changer **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff A. | Director Of Sales Marketing, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** It has helped our employees become more literate about finances. We've seen debt paid off and savings grown. The partnerships for wills and tax preparation are tremendous. **What do you dislike about SmartDollar?** Our employer pays for employees to have an account but not our spouses and family members. Might be nice to be able to extend that to our immediate family as well for no extra cost. **What problems is SmartDollar solving and how is that benefiting you?** It helps our employees get out of debt, build emergency funds and have less stress in their lives caused by goofy financial decisions. ### 50. Great way to help our team win with money! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2025 **What do you like best about SmartDollar?** Offering SmartDollar as a financial wellness benefit for our team is one of the better decisions our small business has made. Resources like one on one financial coaching, courses to learn behavior changes and the access to of goal setting and budgeting are making a difference in long term financial success of our team. We have built a relationship with Caleb, who genuinely cares about our company's goals and the team's success using SmartDollar. **What do you dislike about SmartDollar?** We temper the amount of communication directly to our employees; the recommended amount of emails would seem too pushy, in our opinion. It's nice that WE always control the messaging and frequency. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping to reduce financial stress for our team, helping with overall stress reduction, morale, and engagement at work. - [View SmartDollar pricing details and edition comparison](https://www.g2.com/products/smartdollar/reviews?page=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A36%3A43+-0500&secure%5Bsession_id%5D=60e988b0-3c4c-4139-be8a-e2ef63c25805&secure%5Btoken%5D=0a42e0b5977de30bc5623778aa1b8aa26637979ffcb4fdf08c1c5e307c0c8f3f&format=llm_user) ## SmartDollar Integrations - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Personify Health](https://www.g2.com/products/personify-health/reviews) ## SmartDollar Features **Platform Content** - Education Tools - Mobile Tools - Content Library **Platform Basics** - Program Management - Secure - Interoperability - Performance **Platform Additional Functionality** - Services - Employee Portal - Gamification - Education **Platform Data** - Dashboard & Reporting - Visualization - Platform Search - Alerts and Notifications ## Top SmartDollar Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews) - [ZayZoon](https://www.g2.com/products/zayzoon/reviews) - 4.6/5.0 (215 reviews) - [Peanut Butter](https://www.g2.com/products/peanut-butter/reviews) - 4.9/5.0 (132 reviews)