Alternatives to Human Interest
Compare Human Interest alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Human Interest in 2026. Compare features, ratings, user reviews, pricing, and more from Human Interest competitors and alternatives in order to make an informed decision for your business.
-
1
QuickBooks Payroll
Intuit
Easily pay your team and access powerful tools, employee benefits, and supportive experts with the #1 online payroll service provider. Manage payroll and access HR and employee services in one place. Pay your team automatically once your payroll setup is complete. We'll calculate, file, and pay your payroll taxes automatically. Keep cash longer with free same-day direct deposit. Manage benefits and employee services from your payroll account. Keep cash longer with direct deposit. You’ll also have the flexibility to pay your team when you want with same-day direct deposit. Your time tracking data automatically flows into your account. You can approve timesheets, pay your team, and create invoices right from your phone. Free up valuable time and set your payroll to run automatically. If you turn on Auto Payroll, we’ll also send notifications to help you manage your account.Starting Price: $35 per user per month -
2
SurePayroll
SurePayroll
SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants.Starting Price: $19.99/user/month -
3
Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
4
Ubiquity Retirement + Savings
Ubiquity Retirement + Savings
A 401(k) is a savings vehicle established by a business or self-employed person to help employees and business owners save for retirement as well as take advantage of the tax benefits provided to both the business owner and employees. The flexible features of a 401(k) can accommodate the needs of a broad range of retirement planning objectives. Each individual gets to choose how much of their pay will be deposited into their 401(k) account each pay period – before taxes are deducted and how those dollars will be invested. Many businesses choose to match a portion of the employees’ contributions, helping retirement savings grow even faster. In addition to providing financial security in retirement, saving in a 401(k) provides tax advantages for both the business owner and the employees, including tax deductions, tax-deferred earnings, and tax credits. For example, when an employee saves in a 401(k), their contribution is deducted from their paycheck before income taxes are withheld. -
5
Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
6
Guideline
Guideline
The easy, affordable 401(k) for small business. Retirement plans done right We’re on a mission to help every small business offer a 401(k). And to help participants create a retirement they can look forward to. We sync with popular payroll providers, take care of plan administration, and offer low-cost mutual funds. And unlike many 401(k) providers, we don’t charge any additional fees on investments. How we're different. We do the administration, compliance testing, and recordkeeping to make your job easy. Fully bundled. We do the heavy lifting—from plan administration and employee onboarding, to compliance testing, government filing, and recordkeeping. Features. Predictable pricing. We charge one all-inclusive fee, starting at $39/mo + $8/mo per participating employee—without any added investment fees or setup fees. Pricing details. Full payroll integration. We are fully integrated with top payroll providers to automatically sync employee data and payroll deferrals -
7
ShareBuilder 401k
ShareBuilder 401k
Our 401(k) plans are designed to lower the cost of retirement benefits to help you save more. Whether you’re a small business starting your first 401(k) plan or a larger business looking to save costs and increase your service, we’re here to serve you. Explore tax benefits and higher yearly contribution limits with a 401(k). Invest for less with our high-quality investment roster. Potentially lower taxes for yourself and your business. Offer a customized 401(k) plan - whether you’re self-employed or have 100 employees. Lower your taxes as you save for retirement. Leverage ShareBuilder Advisors' investment expertise and Customer Success Managers. If you have never offered a 401(k) plan for your business, know that a little online research can help you quickly circle in on what you will need from a 401(k) provider including services, pricing, and investments that can make all the difference. Here's information to help. -
8
Shelton 401(k)
Shelton 401(k)
A 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced, bundled solution that reduces complexity while producing optimal results for all stakeholders. We provide high quality, concierge-level 401(k) service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees. Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines. -
9
From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
-
10
401k Easy
401k Easy
Low cost 401k has NO 401k fees and NO "low" 401k fees "skimmed" from employees′ retirement savings and investments! Small business 401k has an unlimited selection of no-load funds, and commission-free trading of stocks and bonds using self-directed brokerage windows! IRS-approved 401k prototype plan customized to the needs of the small business owner, annual 5500-SF filing, and more! Providing owners of small businesses with quality low cost 401k plans for over 35 years with an iron-clad promise---NO 401k fees deducted or "skimmed" from 401k plan assets! Unlike other 401k providers, low cost and no fee 401k Easy never skims fees or commissions from employees′ 401k retirement savings. Employees keep 100% of all they earned and saved for their retirement. If your small business uses no fee 401k Easy, fees will never end up in the pockets of financial advisors or their 401k partners.Starting Price: $495 set up fee -
11
Slavic401k
Slavic401k
Attract & retain top talent, and create a happier, more stable workforce by offering your employees a Slavic 401(k) plan. Happier employees stick with your business longer, ensuring you have the depth for your business to continue to scale. Weighing your options between your own independent 401(k) plan or participation in a Multiple Employer Plan (MEP)? Consider the $6,000 - $10,000 annual audit cost savings (an IRS requirement for businesses of 100+) afforded you by adopting an MEP plan. There is no individual audit requirement for your company inside an MEP. Also outsourcing the administration and Fiduciary responsibility to the MEP sponsor saves time and money. 401k compliance & testing issues can cause significant problems for you, the employer. If your plan is not administered correctly, you can be hit with fines & penalties that can cut into the bottom line of any business, and that can be crippling for a small business. -
12
Ocho Solo 401k
Ocho
The Ocho Solo 401k gives business owners the biggest tax advantages of any retirement plan. Contribute up to $61,000 and invest in any asset class with tax-free compounding. We meticulously crafted Ocho to be the simplest, easiest solo 401k experience you’ll ever have. Create your account, make contributions, and invest your funds all in one place through our minimal, intuitive dashboard. Ocho is the easiest way to set up a solo 401k and start investing your money with tax-free compounding. You can open an account in under 10 minutes, and we take care of all paperwork and administration for you. No need to open separate bank and brokerage accounts – it can all be done through your Ocho account. Invest in traditional assets like stocks, mutual funds, and ETFs, or take full checkbook control and directly invest your money in alternative assets like real estate, crypto, and private equity.Starting Price: $299 per year -
13
Transamerica Retirement Solutions
Transamerica
We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income. -
14
ASC Defined Contribution / 401(k) System
Actuarial Systems Corporation - ASC
The ASC DC/401(k) administration system is continually updated for all legislative changes. It offers flexible eligibility calculations, an easy data import wizard and comprehensive data checks. It provides for multiple funds and sources, using dollar or share accounting. The ASC full Compliance Testing System is also included. Reports can be generated using the standard reports included with the ASC System, or can be customized using the ASC Reporter, which allows a user to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates various employer contributions for 401(k) and other defined contribution plans. Performs extensive employee data validation in one step including ability for custom data validation formulas. Fully updated for all legislative changes. -
15
Vestwell
Vestwell
Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow. Modern, user-friendly interactions and experience. Transparent, competitive pricing so you and your employees always know what you're paying for. Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance. Work with or without an advisor to select the right plan for you and your employees. Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal. We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races! -
16
ForUsAll
ForUsAll
Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services. -
17
401GO
401GO
Administering a 401(k) has never been easier. Busy-work, data-entry errors, and endless forms are virtually eliminated with our automated platform. Automation leads to efficiency and efficiency leads to savings. Your 401(k) will be the least costly and most preferred benefit! Spend less time and save more money. 401GO’s intuitive platform makes saving for retirement easier than ever. Rather than a simple shortlist of funds every user is offered a guided portfolio design, based on their risk tolerance and savings goals. We’ve streamlined plan design by keeping things simple and finding the key features that most businesses need. Get up and running in minutes, not weeks. Rather than wait until the end of the year when filings are due, we run continuous automated testing and compliance. We also handle the filings and ensure your plan is in compliance. Investments must be suitable for a 401(k) plan.Starting Price: $9 per user per month -
18
AB401k
Americas Best 401k
A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.Starting Price: $400 Quarterly -
19
Due.com
Due.com
Know exactly how much money you will have going into your bank account each month. No tricks, no gimmicks. Simple retirement for the modern day human. Founded in 2015, Due began with an online invoicing platform that was designed to help freelancers and small business owners. Due has helped thousands of companies and freelancers get paid faster and increase their cash flow while offering a professional, branded approach to payment requests. After a year of operation and thousands of requests Due began to offer payment services to it’s customers. Due also offers a wide range of payment options, including eCash, eChecks and ACH, and domestic and international credit card process, as well as a digital wallet to store payment information and funds. Simple setirement metrics shows you how much money you will have monthly with the ability to withdraw your money in full at any point in time. Our annuity takes five minutes to signup and get started.Starting Price: $10 per month -
20
Bitwage
Bitwage
We create solutions for remote workers looking for work and to optimally receive their wages. We offer unique jobs, flexible distributions, reduced payroll costs and increased fulfillment speeds. Receive a portion of your wage in digital assets. Faster, cheaper international invoices with direct bank and wallet deposits. International people who want to get paid in digital assets for their invoices. Companies who want to offer unique digital asset benefits for their employees. International companies who want to pay employees and freelancers faster and cheaper. Companies looking for innovative HR services. Bitwage constantly analyzes all the mechanisms to distribute wages across borders, comparing traditional systems such as bank wires with new international gateways, such as XBT and XRapid protocols. Through this fully encompassing approach, Bitwage radically reduces the cost of paying workers, freelancers and outsourcing firms across borders.Starting Price: $7.99 per month -
21
TimeTrex
TimeTrex
Rules can be automatically applied to specific employees or situations to automate all calculations, including overtime, premiums and multiple pay rates! Managers can remotely monitor and get up to the second reports regarding employee time and attendance, from anywhere at anytime. Eliminate waiting until the end of the pay period to review attendance records. Setup an unlimited number of accruals to automatically track employee vacations, sick days or banked time. Employees can also see their own accrual balances, eliminating time-consuming requests to human resources to lookup that information. Management has fine-grained control and tracking over where employees are able to punch in/out from, including down to the device and GEO fence level. Allocate time to jobs / tasks and track employee expenses while in the field. Handle employee skills / qualifications and process payroll with just a few clicks.Starting Price: $5 per month -
22
iTrustCapital
iTrustCapital
iTrustCapital was founded by industry leaders in the alternative investment IRA industry. iTrustCapital is the leading digital asset IRA trading platform that allows clients to directly buy and trade cryptocurrencies and physical gold in real-time through their retirement accounts. iTrustCapital’s revolutionary, IRS compliant investment platform eliminates the costly inefficiencies and outdated processes of previous IRA models, opening the door for investors to safely, simply, and legally move money from their retirement accounts into the Cryptocurrency and the physical Gold markets—at costs as much as 90% lower than other IRA companies. iTrustCapital’s goal is to empower 10 million investors to participate in the economic growth that a blockchain future holds. We are amazed at how many people are unaware of the benefits of IRAs.Starting Price: 1% Fee -
23
Pontera
Pontera
Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results. -
24
Planswell
Planswell
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information. -
25
Guudjob
Guudjob Worldwide
Keep company employees informed with transparency as a way to improve the employee experience. Gain their trust through transparency. Record yourself from your phone and send videos, links, documentation or text to a group, department or specific people. They will receive an alert in their email and mobile so they can see the content. Select whether you want employees to be able to comment on or “Like” or “Dislike” each of the posts you send. We make it easy for you by allowing you to programme your content plan for the month in one go. Segment who you want to communicate to, in what format and, above all, when. Give employees a voice so they can participate in idea competitions, contribute value to projects or simply get together with others with the same interests. -
26
Edukate
Edukate
Edukate is a financial benefits platform that creates a confident, productive, and engaged workforce by empowering employees with personalized financial benefits and guidance. Edukate gives you access to the tools you need to guide your employees to achieving their goals. Adding additional employees to your plan, communicating with existing employees, and modifying the resources made available is simple and scales with your business. The Edukate platform can connect with existing employee retirement plans, making it easy to enroll, change contributions, or view plan documentation right from the dashboard. Our API can also help you create custom tools that are right for your business. An engaged workforce creates healthier employees and impacts your bottom line. Add new employees to your plan and roll out new features quickly to help you get back to work faster. -
27
CommonBond
CommonBond
Student loan benefits made simple: Invaluable for your team, innovative for you. Plus, student loan contributions are now tax-free. It’s our goal to provide your company with customizable student loan benefits to support your employees’ ability to pay for school for themselves or their family. They get the support they need, and you attract and retain better talent. There’s more than one way to turn student debt relief into a company benefit. Our customizable options make it easy to find the solution that suits your team. Help employees reach financial freedom faster by contributing either directly towards their student loan payments every month or by offering them tax-advantaged 401(k) contributions. Our support tool for education finance decisions helps employees determine the best course of action for handling their student loans and how to save for future education expenses. Affordable loans to help cover the cost of education for employees or their families. -
28
Cake Equity
Cake Equity
Retain your best talent through best-practice equity plans. Get built-in legal agreements, vesting, and communications. Adding equity into hiring processes takes seconds. Create stock options or share plans, set up automatic vesting, and motivate and reward your team for their work. Easily communicate the value with your team to improve culture, engagement, and retention. Easily communicate value with your team to improve engagement and retention. Valuations are sorted, wherever you need them. Plus automated vesting, exercising, and reporting give peace of mind. Compliantly issue and manage employee equity for employees and contractors in over 50 countries. Automated reporting keeps records up to date and with peace of mind. Valuations are sorted, wherever you need them. World-class cloud-based infrastructure keeps your data secure.Starting Price: $40 per month -
29
Capdesk
Capdesk
Make your company’s cap table an asset, not a liability, with Capdesk. Use the platform to plan and prepare for any eventuality. When it comes to attracting top-tier talent, equity is the unfair advantage that startups have over other businesses. But too many startups spend too much time issuing and managing employee equity – or worse, they don’t offer it at all. No matter which jurisdiction your employee share scheme is in, you can manage it on Capdesk. The platform accommodates a range of security types, including phantom shares, growth shares and RSUs. Capdesk allows your employees to understand and track the value of their shares, by giving each shareholder access to a personalised dashboard. Employees can monitor their vested and to-be-vested shares, and watch the tangible value of their shares increase as the business grows.Starting Price: $127.33 per month -
30
Alto CryptoIRA
Alto
Meet the tax-free way to invest in crypto. With a CryptoIRA, you can use your retirement savings to buy, sell, and trade directly through Coinbase. Who knows, the currency of the future might just shape yours. Open a CryptoIRA. It's fast, easy, and 100% online. Every IRA has a tax advantage. Choose from traditional, Roth, or SEP. Contribute cash from your bank or transfer funds from an existing retirement account. Trade crypto, more than 90 available, on the Coinbase exchange directly in your Alto portal. Alto connects directly with Coinbase, no LLC required, so you can buy, sell, and trade crypto using your retirement savings. With 24/7 real-time trading and $10 investment minimums, it’s also incredibly easy to get started. We even offer a free concierge service to help walk you through setting up and funding your account. We don’t charge any account maintenance or setup fees, and will never require an account minimum.Starting Price: $10 per month -
31
SBS Payroll HR Suite
Software Business Systems
Your company is as unique and successful as the employees who work there. SBS Payroll and Human Resources software helps you manage your most valuable asset. Each company operates differently, so we make it easy to tailor our software to the way your company runs. Implementing in-house payroll software helps you control processing costs and improves productivity. You'll minimize compliance risks by consistently applying policies whether they are internal, federal, state, or industry-specific. Save time and increase accuracy by importing data from your existing time clock system and generating recurring time cards for employee groups. Manage your employees efficiently and accurately from recruitment to retirement. Automate your company's system to track applicants, define personnel actions, record benefits changes, and more. Quickly generate customized reports with a built-in reporting tool. Get integrated Affordable Care Act (ACA) reporting and generate electronic files for submission. -
32
Oliver Benefits Administration
Oliver Benefits Administration Software
Change the way you administer your benefits and retirement plans. Comprehensive, scalable and affordable. Oliver is a modern benefits administration software that will change the way you administer your benefits and retirement plans. Migrating and managing large amounts of private employee data is a big responsibility. At Oliver we have decades of experience. Our team will ensure the Data Migration process is as painless as possible. Accurately qualifying and determining eligibility for hourly employees can be tough, especially with complex plan provisions. Learn how Oliver’s Hour Bank Product can streamline your workflows. Legacy system modifications can create big headaches for an administrator. However, these changes are often dependent on a single individual. Learn how our configuration strategy supports our Pension Plan Products. -
33
BenefitEd
BenefitEd
Help your employees reach their financial goals while increasing workplace engagement. BenefitEd will create a program built to fit your needs. Fill open positions faster; increase retention. Differentiate your benefits offering, improve employee morale and engagement, become an employer of choice, and measure the impact of your program and demonstrate a true return on investment. Allow employees to use company match funds for student loan repayment. Make regular contributions to employee student loans with a program that is easy to manage. Help employees prepare for the future by supplementing their 529 college savings plans. BenefitEd acts as a third-party administrator to support your company's tuition reimbursement program, freeing up more time for employees to spend elsewhere. With BenefitEd, you can recoup program costs and even generate a positive ROI by keeping your employees happy. -
34
Gift of College
Gift of College
Gift of College helps your employees address one of their most critical concerns: paying for higher education. A simple tool like Gift of College can go a long way in relieving employee stress and improving financial wellness. Best of all, you don’t need to decide which 529 plan to offer. Gift of College enables employees to contribute to any state's 529 college savings plan and any student loan account. The decision is theirs, not yours. Provides a streamlined approach for employees to pay down their own or a loved one’s student loan debt through automated payroll deductions into most any 529 college savings, 529 ABLE, or toward any student loan account. This includes optional employer match or contribution functionality. Our gift card is employee-friendly, and an economically sound and seamless way to give or match into any 529 plan or student loan for rewards, recognition and special occasions. -
35
The Retirement Analysis Kit (TRAK)
RetireReady Solutions
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.Starting Price: $500.00/year -
36
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
37
AlgoRH
SoyHuCe
AlgoRH, AI listening for your employees. Our algorithms are there to manage the association between the necessary resources and those available. Smart schedule management, an algorithm that optimizes shift planning to save time. Our tool allows you to anticipate the sizing and assignment of workspaces according to the presence of your employees. AlgoRH is the solution that meets your needs in terms of logistics and supply chain. Your personalized use case is adapted to your business needs. Time-saving in planning, fluidification of management, involvement of operational teams, improvement of social relations, improvement of the image of the structure, optimal management of resources and staffing needs, and contribution to the performance of the company. Co-construction of schedules, well-being at work, satisfaction and commitment, increased involvement in customer follow-up, and motivation to achieve company objectives. -
38
Wellhub
Wellhub
Wellhub (formerly Gympass) gives employees flexible access to gyms, studios, classes, training, and wellness apps - all in one benefit. Companies and employees financially contribute to offer and access our wellness network. Companies pay based on team size and can launch in less than 30 days. Employees get the app, pick their plan, and pay a monthly subscription rate. Healthier workers. Happier teams. Proven savings. Everyone wins. The ROI of work-supported wellbeing has never been more clear. With Wellhub, you’ll get results that revitalize your teams and your business. -
39
Axos Invest
Axos Financial
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. -
40
TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
41
Uptoken
Upstock
Uptoken helps enable crypto companies at any stage to easily incentivize their employees & ecosystems without fearing scammers or regulators. RTUs act as deferred compensation so that you can promise tokens to practically anyone, anywhere while reducing fraud & regulatory risk. Since RTUs act as deferred compensation, Uptoken helps enable projects to delay the issuance of their token until certain milestones are met, such as liquidity, utility, or safe harbor. Uptoken helps enable crypto companies to promise tokens to contributors in 70+ countries, including America. Uptoken makes the job of community managers easier by enabling them to create bounties, track & verify submissions, & dynamically reward contributions. -
42
ShareForce
ShareForce
ShareForce is a web-based platform that brings automation and simplicity to employee incentive management. ShareForce offers a comprehensive solution integrating HR, CRM, payroll, and communication systems. Perform audit-ready plan valuations and performance calculations. Generate reports in real-time. Account for your cash or equity plans while staying 100% IFRS / GAAP compliant. Generate expense and disclosure reports with ease. Gain access to a highly skilled deployment team dedicated to providing a stress-free migration process. Track and manage the award lifecycle and communicate with staff. This includes share plan administration, issuances, elections, vestings and settlements. Through an easy-to-use, secure portal, your employees can accept and exercise awards and view the company’s share price to determine their stake in the business. Design and test equity or cash incentive plans, including long and short-term performance-driven plans. -
43
Goodsted Ecosystem
Goodsted
A digital platform to effectively act on your company purpose by engaging your employees, contributing to skill development, and creating social impact. See all the great actions being taken in the community, and browse unique opportunities that fit your skills & interests. Meet individuals & organizations passionate about similar causes, and connect with new long-term partners. Scale impactful initiatives in the community and deliver on social value commitments through collaboration. Once you sign up, head to your profile to add your profile photo, skills, and interests. Use the 'Featured' section to add any documents or images that may be relevant to the skills you'd like to volunteer. Choose the plan that's right for you - whether you're just starting out on your impact journey, or are ready to scale and champion change more widely in your community. -
44
Bloomberg Income Tax Planner
Bloomberg Tax & Accounting
Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning. -
45
EmployeeTalk
EmployeeTalk
EmployeeTalk empowers organizations to achieve Operational and Process Excellence by offering a simple and cost-effective communication solution structured to engage employee contributions. We strive to be known as the innovative leader in accessing and reporting critical business information quickly. EmployeeTalk will help you identify operational challenges, opportunities and employee suggested solutions in which to take action. Our communication engine will allow you to measure and improve your operation with our ©21 Initiatives program enabling employee empowerment, commitment, and accountability to performance. We make the process of measuring and improving your operation easy and cost-effective. We will help you empower your employees to identify opportunities to take action, saving your company significant consulting costs and time. We realize that it is important for you to understand your critical challenges and opportunities. -
46
Employees become empowered when they understand the company’s strategic plans and how their skills and capabilities can help achieve success. Talent Optimization drives better employee engagement and outcomes through improved transparency and communication. Connect your people and their targets to the strategy of your organization. Keep employees informed on the success of their current contributions and align on how to keep growing. Build better relationships by encouraging regular, proactive, and strategic conversations around achievements, challenges, and tasks. Stay ahead of the game by sending regular questions designed to inspire your people to think more about themselves and their roles. Plan for the inevitable and the unexpected to ensure your organization has the right people on deck when others are promoted or move on. Find the right candidates, engage them, and onboard them faster and more cost-effectively.
-
47
EchoSpan 360 Degree Feedback
EchoSpan
EchoSpan 360-degree Feedback is an affordable web-based tool that provides employees with valuable insights into their professional strengths by soliciting feedback from people that work with them. Compatible with mobile platforms, major browsers, and tablet devices, 360-degree Feedback by EchoSpan provides easy to understand reports and a robust development planning module that help employees design and manage professional development plans based on their review results.Starting Price: $99.00/one-time/user -
48
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
49
Paystub Generator
B TO J PTY
Paystub Generator will help you generate paystubs whenever you want. Details of the gross wages for the pay period, deductions such as retirement plan, pension contributions, insurances, garnishments, or charitable contributions, and it helps with taxes.Starting Price: Free -
50
HRX
WorXsiteHR Insurance Solutions
Use our full-service payroll including direct deposit, tax management, W2 filings, and more. Or integrate any third-party payroll company with HRX®. Employees have login access to enrollment data, payroll stubs, benefit election forms, benefit surveys, and more. Simultaneous electronic onboarding and enrollment are not just possible, but the norm. The HealthWorX healthcare plan covers all of your employees regardless of full-time or part-time status. Complete integration of all your business-critical processes. 1094C & 1095C filings, Penalty B Safe Harbor & Lookback Period reporting, EE0-1 filing and more. Takes less than two weeks for a full implementation. Saves countless hours moving forward. With HRX, all of your HR Processes, Benefits Administration, ACA compliance, reporting and filings are integrated, so you can avoid fines & penalties. All of your business-critical processes into one single platform. No more multiple points of data entry!
