Top OctaveWealth Alternatives, Competitors & Similar Software

401(k) Software

EasyAppsOnline is A Broker's Everything Tool that provides a unified platform to deliver solutions for: - ACA Quoting - Level-Funded Screening - Benefit Enrollment - New Hire Onboarding - Life Events Administration We believe the success of your agency relies on the efficiency of gathering and processing enrollment data for your clients. EasyAppsOnline has all the tools needed to allow your agency to not only prosper with existing clients, but to help you expand your client list. More than one million enrollments have been completed on EasyAppsOnline, and we serve more than 5500 brokers across America. Our application system is powered by a comprehensive library of over 1900 applications, for enrollment in both core and voluntary products at the same time. EasyAppsOnline always offers FREE training and ongoing support. It is our goal to ensure your success with EasyAppsOnline. Additionally, we offer FREE custom branding and there is NEVER a fee for our enhanced reporting features. Request a demo today and see how EasyAppsOnline can help you grow your business.

401(k) Software

Built for diverse teams, Holisticly's employee benefits platform empowers people leaders to create high engagement, ROI-driving benefit programs.

401(k) Software

We've applied 90+ years of collective benefit administration experience to build the most intuitive, leading-edge software for enrollment and management of benefits in the market. Rapid implementation, precise data-management and a great employee UX built by people with benefits knowledge and experience. Depth to handle the most complex, large organization, but affordably scalable to the small-to-mid-market customer. Pre-configured EDI and carrier integrations, complex voluntary benefit logic (attained age, policy stacking), production blockchain data protection, embedded chat functionality, and much more of the latest or yet-to-exist tools in the online administration marketplace. Our technology and user experience was created for the needs of HR and Benefits Professionals today and will move with you in the future. Zevo runs on the most sophisticated data engine in the benefits administration space - allowing you to connect effortlessly with all of your vendors.

401(k) Software

Accord Systems, based in Atlanta, GA is the premier technology platform for the required Affordable Care Act (ACA) reporting. Despite the uncertainty that exists in our political environment, there will be compliance reporting (current or new) required for the foreseeable future. Accord has built a robust reporting platform, complete with sophisticated data integration, automation and audit tools that ensure accuracy (forms to employees and data to the IRS). We have also crafted multiple ways to engage with us, whether you just need help with year-end 1094/1095-C forms and IRS filing or need full service tracking in addition to forms filing. Accord is releasing a full self-service ACA tool for small employers to satisfy their ACA reporting obligations and remain in compliance. The easiest tool to use, with the most sophisticated ACA coding engine to ensure accuracy - forms-express is in beta testing now with full release in September 2017.

401(k) Software

Salusion is a SaaS company focused on maximizing HSA tax savings for consumers and their employers.

401(k) Software

Salusion is a SaaS company focused on maximizing HSA tax savings for consumers and their employers.

401(k) Software

Provider of SaaS platform services intended for the group life and health insurance industry. The company's software provides digital client management, on-demand insights, automated reporting, governance and compliance along with an accessible and intelligent robot-advice assistant, enabling employers to make better decisions and give better insurance advice to their employees.

401(k) Software

Developer of an online Saas software intended to simplify the accounting processes. The company's platform performs pre-accounting, financial, tax declarations, payroll, e-government transactions and depreciation, enabling micro SMEs and small businesses to instantly calculate debt, profit, sales, etc.

401(k) Software

Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.

401(k) Software

Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.

401(k) Software

Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.

401(k) Software

Providing Insurance and Benefits to the Freelancers of the World

401(k) Software

Online accounting apps that have managed over 200 Billion of transactions. Made in Australian for Aussie small businesses. Great value at $15 per month with invoices, expenses, cashflow, inventory and payroll on all plans. (Supports STP, BAS and Superstream on all plans also).

401(k) Software

Defender of the Broker's Business! We've even been told we're the Best Offense!! AgencySmart™ has been helping brokers and general agents manage their business since 1999. Our comprehensive cloud-based CRM, small group and individual quoting engine and commission tracking system is designed to let you have all your data on the go - on your laptop, tablet or smartphone. You can track client and prospect renewals, track service issues, enter and distribute commissions and a whole lot more with AgencySmart™. MyBenefitLink™ is our comprehensive cloud-based on-boarding and benefit enrollment solution that's been helping brokers and general agents compete in the new world of technology. MyBenefitLink™ is designed to help you compete and WIN against other technology firms in your marketplace. MyBenefitLink™ is easy to setup and easy to use. You already work hard... It's time to work smart... AgencySmart!

401(k) Software

Marketing All Day is the premier growth agency exclusively for SaaS providers specializing in cloud-based payroll, HR, HCM, and benefits solutions. With 10 years of cross functional experience, the agency takes a consultative, multi-faceted approach to growing clients' businesses across marketing, sales, product, and operations with a focus on ROI.

401(k) Software

Benme is the personalized employee benefits and suppliers management platform.

401(k) Software

mapbenefits® is a technology company focused on the nonqualified plans administration space. Our SaaS-based platform for nonqualified plan administration is ideal for both small and large plans. Designed as a total solution for the sophisticated structure of executive benefit plan administration, mapbenefits streamlines the complex nonqualified plans administration process allowing corporations, financial firms and 401(k) providers to leverage a fast, secure, world-class and 409A-compliant technology platform. mapbenefits can be used to administer— • Deferred Compensation Plans (fixed and variable) • Long-Term Incentive Plans (LTIP) • Supplemental Executive Retirement Plans (SERP) • Executive Disability Income Plans • Executive Long-Term Care Plans • Split-Dollar Plans

401(k) Software

Kenz is an HR-Benefits Management tool that allows its users to leave behind the daunting paper trail. With the help of our robust & organized digital platform, enterprises can easily manage all their employee benefits and interact with multiple insurance brokers and carriers without any hassle. Welcome to a Smooth Employee Benefits Management Experience, Welcome to the World of Kenz!

401(k) Software

Real People. Real Timing. Real Action. Our partners power the solutions. Moniwell powers the action. For decades, financial wellness has been the promise—but for many employees, especially those not logging in or raising their hand, reality is still the problem. Moniwell is a new kind of engagement engine, built to meet people where they are—emotionally, behaviorally, and logistically. We don’t build dashboards. We don’t ask people to download another app. We deliver timely, trusted, employer-branded messages—via SMS, web, and real-time micro-journeys—to reach the 80% of employees most platforms miss. ✅ Reach: We engage the deskless, the distracted, and the underserved with auto-enrolled SMS journeys. ✅ Relevancy: We use AI to deliver support in the moment it matters—not just the quarter it’s planned. ✅ Results: We connect people back to the benefits, tools, and partners they already have—so great solutions actually get used. Our industry partners power the solutions. Moniwell powers the action. Whether it’s retirement tools, student loan support, coaching programs, or emergency savings—we don’t replace. We activate. And we help employers listen along the way—surfacing data points and emotional signals that inform benefit strategy and show where people need support most.

401(k) Software

mapbenefits® is a technology company focused on the nonqualified plans administration space. Our SaaS-based platform for nonqualified plan administration is ideal for both small and large plans. Designed as a total solution for the sophisticated structure of executive benefit plan administration, mapbenefits streamlines the complex nonqualified plans administration process allowing corporations, financial firms and 401(k) providers to leverage a fast, secure, world-class and 409A-compliant technology platform. mapbenefits can be used to administer— • Deferred Compensation Plans (fixed and variable) • Long-Term Incentive Plans (LTIP) • Supplemental Executive Retirement Plans (SERP) • Executive Disability Income Plans • Executive Long-Term Care Plans • Split-Dollar Plans