fi360 Toolkit vs. Betterment at Work
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Betterment at Work |
|---|---|---|
| Overall rating | 4.0 | 4.3 |
| Review count | 11 | 712 |
| Ease of use | 8.4 | 9.1 |
| Ease of setup | 8.6 | 8.6 |
| Quality of support | 8.9 | 8.2 |
| Meets requirements | 8.4 | 9.0 |
| NPS | 27.272727 | 53.511236 |
| Small Business | 72.7% | 69.2% |
| Mid-Market | 9.1% | 29.2% |
| Enterprise | 18.2% | 1.6% |
| Total page views | 120 | 3,991 |
| Total LLM citations | 197 | 10,641 |
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
- Investment Management
- Data Analysis
Betterment at Work
Your business is built to grow—and so is our 401(k) plan. It's easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app.
- Ease of Use
- Customer Support
- User Interface
- Simple
- Setup Ease
- Payroll Integration