InvestCloud vs SmartDollar

Compare and evaluate InvestCloud vs SmartDollar based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

InvestCloud offers Financial Education, Financial Coaching, Cash Flow & Budgeting to companies with 300,000 employees. SmartDollar offers Financial Education, Cash Flow & Budgeting, Financial Coaching to companies with 3,600,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

InvestCloud

InvestCloud

Reviews pending

Product Description

InvestCloud

-

SmartDollar

We believe that everyone can benefit from financial wellness including those with the highest risk or financial need. We understand... Show More

Min. Group Size

InvestCloud

50 eligible

SmartDollar

2 eligible

Lives Serviced

InvestCloud

300,000

SmartDollar

1,100,000

Product Specific Features

InvestCloud

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

✓

Benefits management

Not offered

Accredited financial coaches

✓

Debt management counseling

✓

Education courses administration

SmartDollar

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Education courses administration

Features

InvestCloud

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

InvestCloud

SmartDollar

Media

InvestCloud

SmartDollar

About

InvestCloud

InvestCloud is transforming the financial industry’s approach to digital. We are a singular, no-code software platform for digital and commerce... Show More

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

Founded

InvestCloud

2010

SmartDollar

Established in 1992

Location

InvestCloud

700 N San Vicente Blvd Suite G605, West Hollywood, CA, 90069

SmartDollar

Franklin, TN

Employees

InvestCloud

1,500

SmartDollar

70

Funding Summary

InvestCloud

Not Provided

SmartDollar

None

Website

Reviews

InvestCloud

0.0 (0)

SmartDollar

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
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