Axos Invest

Axos Invest

Axos Financial
+

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About

When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy. Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals. Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA.

About

Betterment simplifies your plan administration, making it easy for you to offer your employees a better 401(k) quickly and easily—all for a fraction of the cost of most providers. As your full-service partner, we'll do the heavy lifting, from onboarding, to ongoing administration, to reporting and investments—at one of the lowest costs in the industry. Our personalized advice can help your employees earn better returns at various levels of risk.
 We’ll guide them through setting up a personalized retirement plan and recommend how much to save and in which accounts. We can help your employees gain control of their finances, which means they can stay focused on staying productive and fulfilled at work. When we set out to find a modern, easy-to-use retirement plan for our own employees, we found the options to be expensive and downright confusing. So we built our own 401(k) plan by leveraging our retail investing platform.

About

Human Interest makes it easy and affordable to help your employees save for retirement. Through dozens of sneaky, shady fees, other 401(k) providers can take advantage of you and your employees. With us, you get affordable plans, low-cost funds, and absolutely no transaction fees. Your dashboard gives you a 360-degree view of your company plan, including employee participation and contribution reports. Employees can start saving in a few easy steps with our seamless onboarding and built-in investment advice. Human Interest takes the hassle out of managing your company’s 401(k): We sync to your payroll, process contributions, and handle all of your compliance testing and IRS paperwork. We offer Traditional and Roth 401(k)s, 403(b)s, Safe Harbor plans, and profit-sharing plans — we’ll help you figure out what’s right for you. Employers can customize matching and vesting options at no additional cost.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone looking for an online brokers and trading solution

Audience

Companies seeking a tool to offer their employees a better 401(k)

Audience

401(k) solution for small and medium-sized businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1,644 per 2 employees
Free Version
Free Trial

Pricing

$120 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Axos Financial
Founded: 1999
United States
www.axos.com/invest/managed-portfolios

Company Information

Betterment
Founded: 2010
United States
www.betterment.com/401k/

Company Information

Human Interest
Founded: 2015
United States
humaninterest.com

Alternatives

Alternatives

Alternatives

Categories

Categories

Categories

Integrations

ADP Workforce Now
AllianceHCM
Ascentis
Axos Bank
Bennie
Dayforce
Era
GoCo
Gusto
MoneyGuidePro
Namely
Numeric
Paychex Flex
Paylocity
Rainmakers
Rippling
Utluna
Workday Financial Management
Workday HCM
Zenefits

Integrations

ADP Workforce Now
AllianceHCM
Ascentis
Axos Bank
Bennie
Dayforce
Era
GoCo
Gusto
MoneyGuidePro
Namely
Numeric
Paychex Flex
Paylocity
Rainmakers
Rippling
Utluna
Workday Financial Management
Workday HCM
Zenefits

Integrations

ADP Workforce Now
AllianceHCM
Ascentis
Axos Bank
Bennie
Dayforce
Era
GoCo
Gusto
MoneyGuidePro
Namely
Numeric
Paychex Flex
Paylocity
Rainmakers
Rippling
Utluna
Workday Financial Management
Workday HCM
Zenefits
Claim Axos Invest and update features and information
Claim Axos Invest and update features and information
Claim Betterment and update features and information
Claim Betterment and update features and information
Claim Human Interest and update features and information
Claim Human Interest and update features and information