List of Betterment Integrations

This is a list of platforms and tools that integrate with Betterment. This list is updated as of April 2025.

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    Rippling Reviews & Ratings

    Rippling

    Rippling

    Transform your business with seamless global HR management.
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    Rippling simplifies human resources, payroll, IT, and expense management for companies operating on a global scale. With ease, you can oversee the complete employee lifecycle, encompassing everything from recruitment to benefits management and performance evaluations. It offers automation for HR processes, eases the approval workflow, and guarantees adherence to regulations. You can also control devices, manage software access, and monitor compliance, all from a single dashboard. With timely payroll processing, effective expense tracking, and adaptable financial policies, you can save time, lower expenses, and boost overall efficiency in your organization. Discover the advantages of integrated management solutions with Rippling and transform the way your business operates today.
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    ADP Workforce Now Reviews & Ratings

    ADP Workforce Now

    ADP

    Transform HR management with seamless, integrated, cloud-based solutions.
    Having everything centralized is essential as opposed to relying on a singular solution. If you're feeling inundated by a myriad of systems and procedures related to employee management, you're not alone. The struggle with manual data entry, a mountain of payroll documents, and poor integration between systems can significantly hinder productivity and increase the likelihood of compliance errors. ADP Workforce Now presents a robust cloud-based HR management platform that enables you to manage all your HR requirements—ranging from payroll and workforce management to talent acquisition and benefits—while delivering insightful analytics across these areas. This platform ensures that payroll can be processed both quickly and accurately, while also granting employees convenient access to their personal information at any time and from any location. Renowned for its affordability and effectiveness, ADP Workforce Now® Payroll is engineered to streamline payroll and tax filing while helping you adhere to compliance standards, making it adaptable as your company grows. Discover the potential of ADP Workforce Now to transform your organization’s payroll processes into a seamless operation. With this cutting-edge solution, you'll boost overall efficiency and enhance employee satisfaction, ensuring your team is engaged and motivated.
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    Zenefits Reviews & Ratings

    Zenefits

    TriNet

    Empower your workforce, simplify HR, ensure seamless compliance.
    Zenefits is a cloud-based human resources platform that assists more than 11,000 small and medium enterprises in empowering their workforce, managing transitions, and ensuring compliance with regulations. The Zenefits People Platform stands out as one of the most user-friendly HR solutions available, featuring a comprehensive suite of HR, Benefits, and Payroll applications that work seamlessly together, along with advisory services and integrated partner apps, to streamline HR administration effectively. This integration allows businesses to concentrate on their core operations while minimizing administrative burdens. Furthermore, Zenefits enables HR teams to swiftly complete online forms to kickstart the onboarding of new hires, with automated processing of all employee details. Employees have the convenience of signing necessary agreements online, and HR personnel can efficiently manage employee transitions by easily removing individuals from benefits and payroll, while also setting up COBRA when needed. Additionally, the platform includes an employee self-service portal, enhancing accessibility and convenience for users. This comprehensive approach not only simplifies HR tasks but also fosters a more engaged workforce.
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    Paychex Flex Reviews & Ratings

    Paychex Flex

    Paychex

    Transform HR operations with tailored solutions for growth.
    Paychex Flex serves as a comprehensive HR software platform that can be tailored and expanded as your organization evolves. It allows for the management of payroll, integration of retirement plans, administration of HR tasks, and oversight of insurance matters. Additionally, we provide specialized insights into regulations that could impact your enterprise. The versatility of Paychex Flex means that you can add more HR functionalities to enhance accuracy and efficiency. This versatile tool can assist you in various ways, including: * Identifying and recruiting top talent * Simplifying the onboarding and hiring processes * Delivering essential HR insights through tailored compliance documents, compensation summaries, performance evaluations, and training programs * Overseeing health insurance with dedicated compliance assistance * Administering employee benefits * Monitoring attendance and work hours * Processing payroll and managing tax filings * Facilitating retirement planning with comprehensive reporting, participant enrollment, and management options By embracing the full potential of Paychex Flex, your business can streamline HR operations and foster growth effectively.
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    Paylocity Reviews & Ratings

    Paylocity

    Paylocity

    Empowering your business with seamless HR and payroll solutions.
    A custom-built, unified software platform will empower you to stay ahead of both industry developments and client demands. With a focus on smooth implementation, you will benefit from a dedicated Account Manager along with an exceptional service team that stands out from other providers. Paylocity employs its own solutions daily to foster engagement, collaboration, success, and overall productivity. Both administrators and employees can enhance their daily operations, ensuring greater efficiency throughout the organization. Furthermore, Paylocity can integrate seamlessly with other business systems, facilitating a smooth data exchange between your most frequently used tools. Located in Chicago, Paylocity has transformed the landscape for human resources and payroll experts for more than two decades. As a payroll and HR professional, you serve as the crucial link between employers and employees during this public health crisis. In the midst of navigating the challenges brought on by this pandemic and adapting to new operational methods, think of us as your invaluable resource. The impact of the coronavirus outbreak has reshaped our everyday lives, but together, we can overcome the obstacles ahead. It is essential to remain connected and support one another during these trying times.
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    Dayforce Reviews & Ratings

    Dayforce

    Ceridian

    Empower your workforce with seamless, cloud-based HR solutions.
    Transform your workforce by leveraging cloud-based human capital management solutions that enhance employee engagement, streamline operations, and boost overall efficiency. Quickly pinpoint, attract, recruit, reward, and cultivate exceptional talent to guarantee your organization's success. Ensure that payroll is always up-to-date and accessible in real-time, which facilitates effective oversight and management. Provide each team member with data-driven insights that empower them to make swift and informed decisions. Take your human capital management practices to unprecedented levels of excellence. By simplifying both payroll and HR administration, you can allocate more resources to essential business goals rather than being overwhelmed by administrative duties. Automate your personnel and payment processes to conserve precious time and reduce dependence on outdated, paper-based systems. Offer employees self-service access to payroll, HR, and benefits information, allowing them greater control over their personal data. Seek support in navigating compliance complexities to guarantee timely and accurate payroll and tax filings. In a world with a rapidly evolving global workforce, make compliance with various regulations across different regions more straightforward while also following your organization’s internal guidelines. By implementing these strategies, your organization can flourish amidst the challenges of a complex and ever-changing business landscape, ensuring long-term sustainability and growth.
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    Workday HCM Reviews & Ratings

    Workday HCM

    Workday

    Empower your workforce with adaptable, future-ready management solutions.
    Introducing a forward-looking HCM solution built for adaptability in an ever-changing workforce landscape. As the nature of work environments, employee dynamics, and essential skills continually shift, how can organizations effectively prepare for the future? Meet Workday Human Capital Management (HCM). With our state-of-the-art machine learning capabilities, you can not only assess your employees' current skill sets but also cultivate talent for the competencies that will be essential moving forward. Workday HCM equips you with the resources to deliver tailored recommendations, encourage continuous learning, and promote transparent communication across all organizational levels. This comprehensive approach is scalable, ensuring that even large organizations can benefit effectively. By leveraging our advanced analytics, you can derive meaningful insights from large datasets, providing coherent narratives that highlight current trends and their potential impact. We integrate intelligent automation throughout the entire attract-to-pay process, lightening the load of manual tasks and empowering your team to enhance their productivity significantly. From compensation management and payroll oversight to time tracking and benefits administration, Workday HCM is committed to supporting your workforce efficiently while improving their overall experience. Furthermore, our platform is designed to adapt alongside your organization, guaranteeing that you remain well-prepared to tackle the challenges that lie ahead in an ever-evolving business landscape. With these capabilities, you can ensure a proactive approach to workforce management that aligns with future demands.
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    Ascentis  Reviews & Ratings

    Ascentis

    Ascentis

    Streamline HR operations efficiently with tailored management solutions.
    Ascentis is a reliable source for human capital management software that streamlines intricate HR operations. The Ascentis Suite of Solutions is tailored to meet the needs of midmarket enterprises across the United States. This software not only enables these companies to reduce expenses and enhance efficiency but also assists in workforce management and adapting to evolving requirements. Ascentis presents a comprehensive array of services, which encompasses applicant tracking, onboarding, benefits management, compliance oversight, and extensive reporting capabilities. Additionally, the suite includes features for talent management, payroll administration, time management, attendance tracking, and thorough reporting, ensuring that organizations have all the tools they need for effective HR management. By leveraging Ascentis solutions, companies can navigate the complexities of human resources with greater ease and confidence.
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    Utluna Reviews & Ratings

    Utluna

    Utluna

    Empower your investments with effortless insights and analysis.
    Utluna offers vital insights into your investment portfolio and overall performance, while also helping you navigate behavioral biases. You can sign up anonymously and connect your accounts from multiple financial institutions in just a few minutes. If this seems too good to be true, you can explore our demo account, which is view-only and requires zero setup, or take advantage of a free 30-day trial that doesn't require any email or credit card information. Effortlessly monitor all your financial assets, regardless of where they are or their liquidity status. This includes a wide variety of asset classes such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and beyond. The platform supports all types of securities, covering direct investments, funds, derivatives, and CFDs, along with a range of currencies that extends beyond the G10. You can oversee both listed and non-listed assets, whether they are bankable or not. With Utluna, you can gain a clearer understanding of the factors that affect your portfolio through intuitive visualizations of its composition, performance, and risk. Additionally, you have the flexibility to tailor your analysis using tags relevant to your perspective, enabling a more customized approach to managing your investments. Taking control of your financial journey has never been more straightforward, empowering you to make informed decisions that align with your goals.
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    RightCapital Reviews & Ratings

    RightCapital

    RightCapital

    Empower your financial future with clarity, adaptability, and support.
    RightCapital's platform simplifies intricate financial situations, providing users with clarity, precision, and flexibility. It enables the presentation of diverse scenarios, allows for comprehensive stress tests, and more, helping clients visualize their ideal lifestyles, whether it be leisurely mornings on the golf course or relaxing afternoons at the beach. By effectively showcasing how a well-structured tax-efficient distribution plan can lead to significant savings, you will enhance their comprehension of withdrawal schedules and Roth conversion strategies. Furthermore, you can protect your clients from unforeseen challenges such as disability or death by evaluating their requirements in different situations and identifying pathways to success. Utilize our dedicated student loan module to assess and compare various repayment options, aiding clients in managing their student debt or that of their children. With RightCapital, you can be confident that you will gain the clarity, adaptability, and support necessary for developing impactful financial plans that align with your clients' dreams. Ultimately, your proactive approach and guidance will not only empower your clients but also inspire them to pursue their financial aspirations with newfound assurance. This comprehensive support ensures that your clients are well-equipped to navigate their financial futures.
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    Era Reviews & Ratings

    Era

    Era

    Empower your financial future with personalized insights and support.
    Era is your intelligent financial partner, providing insights on events that may impact your financial situation. Leveraging a wealth of global knowledge, Era generates personalized articles tailored to your distinct financial needs. By offering customized investment advice and options for portfolio rebalancing, you can take charge of your financial future more confidently. The platform allows for seamless integration of all your financial accounts, enabling you to track your budgets and set intelligent, AI-driven goals through straightforward chat interactions. You can automate tasks such as receiving alerts about market changes or transferring funds to your chosen accounts, all without any interruptions. Era works harmoniously with your existing banking arrangements, facilitating smooth transactions without the need for cumbersome migrations. Whether your goal is to tackle student loan debt or to save for that dream vacation, simply reach out to Era for help. It centralizes your financial management tools in one user-friendly platform and provides additional features to enhance your experience. You can explore Era's functionalities at no cost before linking your accounts, with the assurance that your financial information is kept private and secure, utilized exclusively for creating tailored responses and never sold for advertising purposes. With Era, the process of managing your financial journey becomes not only more effective but also highly personalized, ensuring you receive the support you need every step of the way.
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    Numeric Reviews & Ratings

    Numeric

    Numeric

    Streamline your closing process with efficient, automated solutions.
    Numeric equips teams with the tools needed to streamline their closing procedures, enhance reconciliation processes, and leverage AI for swift flux analysis and reporting. By consolidating and refining the month-end closing process, teams can harness the power of recurring workflows and collaborative resources. Crafted for efficiency, Numeric allows users to work at a faster pace than ever before. Elevate your month-end closing practices with automated solutions and processes that focus on both efficiency and oversight. Manage all elements of your close seamlessly from one centralized interface, which includes journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. You have the ability to set up recurring tasks at various intervals—be it monthly, quarterly, annually, or tailored to your specific needs—ensuring that your checklist is always relevant. Comments can be easily accessed and addressed, while updates and reviews can be managed from a single platform. Moreover, you can utilize rich-text procedures and pinned links to thoroughly document every aspect, gathering all essential information in one accessible location. This all-encompassing strategy not only improves organizational efficiency but also encourages better communication and collaboration among team members, ultimately leading to a more effective closing process. Team members can easily track progress and share insights, making the entire workflow more transparent and manageable.
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    Workday Financial Management Reviews & Ratings

    Workday Financial Management

    Workday

    Transform finance management into strategic insights for agility.
    By employing intelligently automated financial systems and acquiring in-depth insights, your attention can transition from simple transaction management to strategic evaluation and decisive action. Organizations naturally face variations over time, and Workday is tailored to maintain your agility and readiness for changes with its flexible framework. You are able to adjust your business processes while maintaining a watchful eye on any developments that arise. The incorporation of machine learning significantly reduces barriers by consistently detecting inconsistencies and providing useful recommendations. This empowers finance teams to evaluate and analyze results while focusing on the most vital aspects of the organization. We ensure that data is disseminated throughout your entire company, delivering timely insights exactly when they are needed. Stakeholders are afforded visibility into the elements that affect the business, enabling them to make well-informed decisions. Furthermore, Workday promises unparalleled electronic documentation, as we diligently track each transaction and modification in real-time, which allows you to manage risks proactively and ensure compliance thoroughly. This smooth integration not only boosts operational efficiency but also fosters improved decision-making throughout your organization. Ultimately, the strategic implementation of these tools cultivates a culture of insight-driven decision-making that can adapt to the ever-changing business landscape.
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    Bennie Reviews & Ratings

    Bennie

    Bennie

    Transforming employee benefits into a seamless, supportive experience.
    Our mission is to enhance access to exceptional benefits for employers, employees, and their families. Through our cutting-edge platform, products, and services, we work to streamline the benefits experience for small and mid-sized enterprises, making it user-friendly and accessible. Our intuitive application is designed to clarify the complexities of benefits, empowering individuals with the information necessary to improve their health and well-being. With a presence in all 50 states, Bennie operates as a full-service employee benefits broker, building both national and regional collaborations with a diverse selection of insurance providers. Beyond our primary services, our knowledgeable team enriches your HR technology ecosystem by linking you with our reliable partners. The Ask Bennie feature offers members valuable insights from healthcare professionals who prioritize their needs rather than the interests of insurance firms. Our committed Ask Bennie advocates support a range of activities, such as guiding users through open enrollment, correcting billing discrepancies, answering questions about benefits, and helping to find healthcare providers. By facilitating the management of benefits for your members, Bennie enables you to concentrate on the core priorities of your organization. Ultimately, our goal is to reshape the benefits landscape into one that is transparent, accessible, and supportive, ensuring everyone involved can navigate it with ease. This commitment to clarity and support is what sets us apart in the industry.
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