Top 10 Money intelligence Alternatives & Competitors

Top 10 Alternatives to Money intelligence Recently Reviewed By G2 Community

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Guideline
By Guideline
4.5/5
(1,146)
Product Description
Guideline makes managing your 401(k) a breeze. You get seamless payroll integrations, end-to-end admin and compliance services, and expert customer support. Plus, setting up your 401(k) can take as little as 20 minutes. With a 93% plan sponsor customer satisfaction score,* Guideline is designed to be loved by your team. Employees can self-onboard in 12 minutes or less, get a guided portfolio recommendation, and manage their plan all from an award-winning mobile app. *Guideline’s average plan sponsor satisfaction score (CSAT) based on feedback received from 1/1/2023 to 12/31/2023
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Categories in common with Money intelligence:
401(k)

Human Interest
By Human Interest, Inc.
4.3/5
(2,086)
Product Description
Human Interest makes it easy to offer a 401(k). With automated administration and built-in investment advising, we make it affordable to help your employees plan for their futures.
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Categories in common with Money intelligence:
401(k)

Betterment at Work
By Betterment
4.3/5
(576)
Product Description
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
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Categories in common with Money intelligence:
401(k)
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Betterment Advisor Solutions
By Betterment
4.4/5
(64)
Product Description
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash.
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Categories in common with Money intelligence:
401(k)

Ubiquity Retirement
By Ubiquity Retirement + Savings
4.2/5
(52)
Product Description
Ubiquity Retirement + Savings is dedicated to making sure your small business 401(k) plan is tailored to meet your retirement goals. Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable, easy-to-administer retirement solutions, and world-class customer support.
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Categories in common with Money intelligence:
401(k)

ForUsAll
By ForUsAll
3.9/5
(21)
Product Description
ForUsAll is a 401(k) advisor platform for small and medium sized businesses. We combine automated retirement plan administration, regulatory compliance, investment management, and personalized employee communications with high-touch advisory services, reducing the work and increasing the benefits to sponsors and their employees.
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Categories in common with Money intelligence:
401(k)

Saveday
By SaveDay
4/5
(1)
Product Description
The only fully bundled, $0 employer cost 401(k) provider for small and mid-sized businesses. Fiduciary services, recordkeeping, government filings, compliance, managed investments, and custodial services are all included at no cost to the employer. Set up your company 401(k) in 15 minutes or less.
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Categories in common with Money intelligence:
401(k)

Transamerica Retirement Solutions
By Transamerica
4.4/5
(5)
Product Description
Transamerica provides customized retirement plans.
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Categories in common with Money intelligence:
401(k)

401(k) Easy
By 401k Easy
Product Description
401(k) Easy is 401k plan administration software solution.
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Categories in common with Money intelligence:
401(k)

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