The self-service portal makes plan management easy. It's convenient, low-cost, and hands-off after implementation. The portal provides automatic notices when reports are due and guides you through everything. The investments do well and they offer a...
The integration process with Justworks was not as seamless as promised. After onboarding, I discovered that manual synchronization was required between the two platforms. Additionally, Betterment's support options were limited to email, as screen-sharing...
The web portal is easy to use and good Vestwell customer services.
The self-service portal makes plan management easy. It's convenient, low-cost, and hands-off after implementation. The portal provides automatic notices when reports are due and guides you through everything. The investments do well and they offer a...
The web portal is easy to use and good Vestwell customer services.
The integration process with Justworks was not as seamless as promised. After onboarding, I discovered that manual synchronization was required between the two platforms. Additionally, Betterment's support options were limited to email, as screen-sharing...