--- description: Betterment : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Betterment - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de ressources humaines](/directory/5/human-resource/software) > [Betterment](/software/1019877/betterment) # Betterment Canonical: https://fr.capterra.ca/software/1019877/betterment > Betterment propose des investissements automatisés, des économies à haut rendement et des vérifications via sa plateforme de conseil par robot et de gestion de trésorerie. > > Conclusion : 5 utilisateurs lui ont donné la note de **4.2/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Betterment? Betterment s’adresse aux investisseurs individuels, aux employeurs, aux conseillers financiers et aux personnes qui épargnent en vue de la retraite ou d’autres objectifs financiers. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.2/5** | 5 Avis | | Simplicité | 4.0/5 | D'après l'ensemble des avis | | Support client | 2.5/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.3/5 | D'après l'ensemble des avis | | Fonctionnalités | 3.8/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Betterment ## Contexte commercial - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Analyse financière - For Financial Institutions - Gestion de la conformité - Gestion de la déduction - Gestion de la paie - Gestion des avantages des employés - Gestion des commentaires - Gestion des employés - Gestion des fournisseurs - Gestion des portefeuilles - Gestion des risques - Gestion des régimes de retraite - Gestion financière - Inscriptions aux avantages en ligne - Mesure des performances - Portail libre-service - Prévision - Rapports et analyses - Rééquilibrage du portefeuille - Suivi des investissements - Tableau de bord d'activités - Tableau de bord des avantages ## Ressources d'aide - Service client/courriel - FAQ/forums ## Category - [Logiciels de ressources humaines](https://fr.capterra.ca/directory/5/human-resource/software) ## Catégories connexes - [Logiciels de ressources humaines](https://fr.capterra.ca/directory/5/human-resource/software) - [Solutions de services financiers](https://fr.capterra.ca/directory/31123/financial-services/software) - [Logiciels d'engagement des collaborateurs](https://fr.capterra.ca/directory/30817/employee-engagement/software) - [Logiciels de gestion des avantages sociaux](https://fr.capterra.ca/directory/10025/benefits-administration/software) - [Logiciels de gestion des investissements](https://fr.capterra.ca/directory/20010/investment-management/software) ## Logiciels similaires 1. [Deel](https://fr.capterra.ca/software/205015/deel) — 4.8/5 (4265 reviews) 2. [BambooHR](https://fr.capterra.ca/software/110968/bamboohr) — 4.6/5 (3108 reviews) 3. [Vestwell](https://fr.capterra.ca/software/189123/vestwell) — 4.5/5 (74 reviews) 4. [Connecteam](https://fr.capterra.ca/software/153140/connecteam) — 4.6/5 (5058 reviews) 5. [Employment Hero](https://fr.capterra.ca/software/144645/employment-hero) — 4.4/5 (239 reviews) ## Avis ### "The Betterment Investment product is highly useful." — 4.0/5 > **Mark** | *27 mars 2022* | Services financiers | Taux de recommandation : 8.0/10 > > **Avantages**: I have used this product for well over 3 years. What I like most about this software is the ability to link ones bank account to the software in order to ascertain your overall net worth. The build wealt feature is good too, the software comes with useable graphs that show you the performance of your portfolio. > > **Inconvénients**: The feature that I wish was a little different or what is considered as a con to the software is the difficulty in transfering your money out of your investment class and back into your investment account. Attempting to do so from the mobile app is difficult. You have to actually go into the Betterment website and find the transfer button which seems difficult to find inside of the mobile app. ----- ### "Awesome investment platform with very little fees" — 5.0/5 > **Monica** | *11 octobre 2023* | Pétrole et énergies | Taux de recommandation : 10.0/10 > > **Avantages**: This platform gives me awesome investment options and great high yield savings accounts with very minimal fees. > > **Inconvénients**: I haven't had to reach out to their customer support yet but if I did, I imagine it would be very basic and not very helpful based on how it's all set up. > > I've been using Betterment to manage my investments (joint brokerage account and high yield savings account) since 2016 when it was recommended by a friend. I was able to save up enough for the down payment of my house with great performance in the market at the time. ----- ### "Horrible onboarding/support Experience" — 4.0/5 > **Ramon** | *27 mai 2022* | Logiciels | Taux de recommandation : 1.0/10 > > **Avantages**: Loved the modern UI Friendly people when you can get in touch Great sales people Amazing Marketing > > **Inconvénients**: Based on available reviews, price, and great experience with sales person we moved our 401k over to Betterment. Unfortunately, the entire onboarding and support system has been horrible. No onboarding meetings to review next steps, requirements, or followup. Their "policy" is to respond to phone calls and emails within 3 business days. Their website onboarding dates do not update based on realtime status or information provided. Unless you press for updates you won't hear back from them and the dates won't change. They wait until the last minute to make requests for more information leave the employer with little to no time to request info from previous provider. Overall, If you transfer providers or at least want decent support I'd suggest other companies first, look at Human Interest, Guideline, ShareBuilder, ForUsAll, or one of the more traditional options. ----- ### "Easy Robo Advisor" — 4.0/5 > **Utilisateur vérifié** | *14 octobre 2022* | Biens de consommation | Taux de recommandation : 10.0/10 > > **Avantages**: Very low cost easy to use application with low fees. Easy to set up auto payments into the account. I set up auto payment and forget about the investment for my girls college funds. > > **Inconvénients**: Cannot really do custom investments. They have a high min of $100,000 for premium plans. ----- ### "Makes it easy to save for retirement" — 4.0/5 > **Lily** | *13 janvier 2022* | Hôpitaux et soins de santé | Taux de recommandation : 8.0/10 > > **Avantages**: I like that you can easily link bank accounts to transfer funds for retirement davings. I like the auto-deposit features. It re-invests dividends for you. > > **Inconvénients**: No major cons - it get the job done\! There is nothing I dislike about this app. ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/1019877/betterment) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | ----- ## Données structurées