Alternatives to Lively
Compare Lively alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Lively in 2026. Compare features, ratings, user reviews, pricing, and more from Lively competitors and alternatives in order to make an informed decision for your business.
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Greenshades
Greenshades Software
Greenshades is the cloud-based, compliance-driven payroll and HR solution that thousands of companies trust. The Greenshades HR and payroll platform is ERP-independent and flexible, allowing for easy set up and long-term in-house functionality. Of course, the Greenshades platform also integrates smoothly with the General Ledger system of Dynamics GP, Dynamics365 BC (Business Central) and F&O (Finance and Operations), as well as older platforms like NAV, SL, or AX. All this ensures you get a truly tailored fit without the expense and overhead of outsourced payroll providers. With robust employee self-service, proactive compliance and comprehensive tax reporting, Greenshades makes HR and payroll easier than ever. We are a payroll provider that has NO float, meaning we do not require pre-funding of payroll tax accounts. And don’t forget: the Greenshades payroll platform also includes our top-rated, end-to-end support, which means our experts are there to help every step of the way. -
2
Plane
Plane
Payroll, benefits, and compliance for remote teams. Easily onboard and pay international employees and contractors worldwide, in one secure platform. Send payments to contractors in 240+ countries at optimal exchange rates, with no markup fees. With Plane (formerly Pilot), you can easily employ people in 130+ countries. All without the expense of setting up a local entity. Pay your international team members with optimal exchange rates and no hidden fees. Schedule payroll for employees in minutes, and set up one-time or recurring payments for contractors in just one click. Your team deserves the best, wherever they happen to live. With Plane, you can offer world-class benefits to your employees and contractors in over 175 countries. With Plane, you don’t need to worry about compliance. We collect required tax forms from your contractors, handle mandatory filings for employees, and make sure your contracts are compliant with local employment and IP laws.Starting Price: $29 per employee per month -
3
FAST Finance Reporting
Millennium
Provides financial analysis with Operating Statement, Balance Sheet, Trial Balance reports in numerous formats such as Current Year, Comparative, Monthly and Annual Trend using various hierarchies. Offers access to specific financial information for departmental account holders to answer their questions such as “How much money have I spent?”, “How much budget do I have left?” and allow drill down to details for each transaction. Offers detailed information by Fund for each specific grant, including multi-year funding, actual money spent, and commitments made against the grant. Improve business processes to streamline departments and the flow of information while accelerating decisions via electronic approvals. Rely on an outstanding customer support team that actually listens to ensure you are maximizing your investment in FAST. Millennium will install, maintain and upgrade FAST reducing the time your IT has to spend on maintenance. -
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Benefitbay
Benefitbay
Benefitbay leverages an all-new benefit option called ICHRA, which allows employers to reimburse employees for individual health plans while maintaining the tax advantages of a group insurance policy. Benefitbay gives employees the purchasing power to buy the best benefits to meet their own specific needs. We’ve zeroed in on the key features of ICHRA and built a platform focused on simplicity, compliance, smooth deployment, savings, and support. Arrange employees into approved classes like location, salaried vs. hourly, and age. Set your budget and assign a strategic contribution for each class. Employees are guided through simple shopping & enrollment. They can select any individual plan available to them in their location, on or off exchange. Advanced Reimbursement Accounts (ARC) are funded for automatic monthly premium payments. Pre-tax payroll deductions are set up for off-exchange plans & all plan documents are created. -
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Morningstar
Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information. -
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PTO Genius
PTO Genius
You’re not getting the most from your PTO benefit. Increase employee happiness, retention, peace of mind and engagement by allowing your employees to do more with their time. 78% of employees live paycheck-to-paycheck and 41% cannot afford a $2,000 emergency. Employees can easily tap into accrued PTO to cover unplanned financial emergencies. Employees can fund their Retirement, invest in their child’s 529 College Savings or pay down Student Loans, all with their accrued PTO. 68% of employees feel refreshed and more productive after time off. PTO Genius proactively surfaces company-friendly opportunities for employees to get away and makes it easy to convert extra PTO into cash to fund vacations The Genius Team is with you every step of the way! We help you understand the robust features and benefits for your company, customize the platform to fit your needs, and guide the launch experience, all in a matter of days! -
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BlueVine
BlueVine
Checking built for small business. Unlimited transactions, live support, and no monthly fees. Success begins with better banking. Small businesses are a big deal. That’s why we’ve built checking based on your needs. No monthly or NSF fees. Earn 1.0% on your balance up to $100,000. Features and support designed to streamline your banking. Your bank shouldn’t charge you to do business. We’re for transparent, fair banking for small businesses. No minimum deposit or balance. No monthly service fees. No ATM fees at 38,000+ MoneyPass® locations nationally. No fees for non-sufficient funds. Two free checkbooks. BlueVine offers one of the nation’s highest yield business checking accounts getting you 1.0% interest on your balance up to $100,000. A checking account designed for the needs of small businesses. Run your business on your terms. Unlimited transactions, no minimum balance required. -
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COBRA Administration Manager
COBRA Solutions
Our software is designed to make COBRA administration easy. Important date notifications, automatic tracking of COBRA qualifiers and dependents, customized letters, over 30 detailed reports, quick coupon creation and more, all with just a few clicks. Whether you are a single company administering COBRA for your employees, or a third party administrator offering benefits service for multiple companies, COBRA administration manager comes in a version to fit your needs. The single company version offers everything you will need to administer COBRA for your own company. The Multi-company version, perfect for TPA's, offers the ability to easily organize and administrate COBRA for up to 9,999 groups. Once employees are entered into the system, the software will track all important events. The things-to-do list will always keep you updated when mandatory action must be taken. Simply double clicking the item in the things-to-do List will launch you into the next step.Starting Price: $690 per license -
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Keystone by Smart
Smart
Through Keystone by Smart, we offer a platform for governments (national or regional), banks, pension providers, asset managers, trade associations, and affinity groups. These are enterprise solutions, which can be completely customized for your business and your marketplace. Keystone by Smart is the first global, cloud-native, workplace retirement savings platform. We are now ‘live’ on four continents, helping over a million savers plan for retirement, and spend in retirement, in partnership with some of the best-known financial institutions in the world. A single global retirement technology platform that allows financial services organizations and governments to deliver for the needs of their customers and their citizens and can be adapted to changes in legislation today or in five years’ time. It enables everything from apps and web-based tools for employers and employees to full data migrations, allowing our partners to move or consolidate hundreds of thousands of accounts. -
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Conexia
Conexia
Provide authorizations, claims processing and payment in real-time at the point of care. Enhance care coordination and improved outcomes to lower medical cost while streamlining administrative processes. Engage providers at the point of care to capture and share data in real-time resulting in an unparalleled exchange of health information. We partner with our clients to implement risk management strategies that result in better outcomes with lower costs. We strive to improve the user experience for everyone involved in the ecosystem. We deliver a minimum 3:1 ROI for our clients to allow them to optimize their resources. Conexia has developed a core technology platform (ONE) that is customizable to meet the diverse regulatory requirements and operational processes for each client in each geography. In most cases, our initial implementation is an overlay on the payer’s existing technology ecosystem to create real-time processes. -
11
League
League
Workforce health starts with a Health OS™. Discover the all-in-one health benefits platform helping organizations control costs, boost utilization and take care of their people. We’re on a mission to empower people to live healthier, happier lives. Every day. Our best-in-class user engagement provides a direct line of sight into workforce health to inform risk management strategies, healthcare cost forecasting, productivity forecasting and return-to-work plans. Our high-touch concierge services and all-in-one digital wallet make it easy for employees to find, understand and use the health and benefit programs available to them, like telemedicine and EAPs. Our certified healthcare professionals provide real-time, confidential advice for physical and mental health concerns. Employees can also access virtual resources like evidence-based programs and counseling. -
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Jigstack
Jigstack
A new era of Defi products sitting under the Jigstack name All products are designed to work together or alone to improve users ever day lives. Governed by the Jigstack DAO our products are truly user focused and wanted. STAK is a governance token and a vehicle to bring revenue to all token holders. Combining the cutting-edge voting system with rewards and interest creates an entirely new ecosystem focused on equality of opportunity for holders of STAK. Ethereum has reached widespread commercial grade use. Bloomberg, DTC capital, Grayscale and now CME are just some of the institutions investing in Ethereum. The decentralized affiliate marketing solution. A new way for affiliates to promote and earn rewards directly on their crypto wallet. Without intermediaries. Premium NFT marketplace for collectibles and unique artistic pieces. -
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Summit
DataPath
DataPath Summit is an all-in-one cloud-based benefits administration software designed to help third-party administrators (TPAs) manage and fulfill employer-sponsored benefits within the United States. Secure and scalable, Summit supports the administration of health savings accounts (HSAs), flexible spending accounts (FSAs), transit accounts, health reimbursement accounts (HRAs), and premium billing arrangements including COBRA, CDH, retiree billing, and more. -
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FundOfficeXG
basys
FundOfficeXG from basys can dramatically increase your benefits administration efficiency by tracking every aspect of your contributions accounting and eligibility operations. The versatile and powerful FundOfficeXG administration suite from basys, coupled with convenient online self-service portals, provides everything you need to manage, track and calculate eligibility and employer contributions. FundOfficeXG includes a wide range of enhanced processing features, giving you an end-to-end solution for managing both remittance and collection of benefit contributions and eligibility for your members and their families – all built on our secure, time-tested calculation engine with highly configurable parameters you control. FundOfficeXG can simplify even the most complicated tasks, including multiemployer health eligibility, hour bank administration, retiree health benefits, premium billing and COBRA processing. -
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Warp
Warp
Easy-to-use payroll, compliance, and benefits management for startups save an average of $20K. Full-service payroll for employees and contractors in all 50 states. Automate tax deductions, and filing, and consolidate dozens of compliance accounts in one place. Obtain small group or ICHRA coverage and automatically sync your health benefits deductions with payroll. Pay global contractors in over 150 countries in US dollars or in their local currency. With automated compliance and monitoring, startups using Warp save up to 6 hours per month and $20K in annual fines. When you add employees in Warp, we open all the right tax accounts in every jurisdiction, pay taxes to those agencies, and make all the quarterly filings. Send employment contracts, set up payroll, add health coverage, and more in just a few clicks. Get medical, dental, and vision coverage from top carriers.Starting Price: $20 per month -
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Magnifi
Magnifi
Now you can easily invest in emerging technology with seven new Magnifi Managed Portfolios. Wall Street luminaries and top financial advisors share insights on topics trending on Magnifi and the world around us. Find, compare and invest using the world’s first semantic search-powered marketplace for finance. Put intelligent investing in the palm of your hand. Magnifi is bringing seven new innovation portfolios directly to you. These managed portfolios are based on indexes by Morningstar, using thematic strategies that seek to capture exposure to specific innovation themes changing the world around us. Individual investors will now be able to access thematic strategies with portfolio rebalancing oversight to invest in areas such as big data, robotics, fintech, health tech, and others without an ETF or mutual fund wrapper. Each managed portfolio tracks a Morningstar Index with the objective of delivering a high degree of thematic purity. -
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V3locity
Vitech Systems Group
V3locity®, Vitech’s cloud-native administration, engagement, and analytics platform, is a transformative suite of complementary applications that offers full life cycle business functionality and robust enterprise capabilities. It marries core administration with a revolutionary digital experience. Its modular design enables flexible, agile deployment strategies. V3locity employs an advanced, cloud-native architecture that leverages the unique capabilities of AWS to deliver a solution with unparalleled security, scalability, and resiliency. -
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Collage
Collage
Manage HR, payroll, and benefits with ease through Collage. A top-rated all-in-one HR software for small to medium sized businesses, Collage offers companies one platform to manage their people more efficiently. With Collage, SMBs can securely collect, store, and manage employee data, create job postings, onboard new hires, track time off requests, manage benefits plan, and track and facilitate employee performance. -
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Kingdom Trust
Kingdom Trust
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc. -
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Fijoya
Fijoya
Employers choose a monthly stipend and we handle the end-to-end administration from selection to payment (and since you only pay for what is used, unspent funds return to your budget). Employees can shop for personalized health and wellness benefits - from lab tests to pet care, fitness, meditation, egg-freezing, and yoga - with a virtual corporate card. With Fijoya, you gain access to thousands of medical, health, and wellness options in a single app. Our smart recommendation engine curates options tailored to your needs, and our virtual cards eliminate the need for traditional reimbursements. -
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Previ
Previ
Joining the Previ network allows employers to offer their workforce access to private, insider-level pricing on essential services. For the average employee, saving $2,200 post-tax on essential services is equivalent to a 4.7% pay raise. Companies that join Previ save their employees an average of $1,250+ annually on their mobile plans. Previ makes adulting easier and a whole lot less expensive. Employees can save an average of $1,000+ a year on insurance plans. Your employees can get a free no-hassle assessment in minutes, national carriers, home and auto insurance, free assessment, and monitoring to make sure you’re getting the best price. Join the other great companies bringing private pricing to their employees.Starting Price: $99 per year -
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Remodel Health
Remodel Health
Our health benefits software helps employers choose a monthly allowance to go towards employee healthcare, allowing members to shop for their own individual healthcare coverage. Designed to integrate seamlessly with our process, the Remodel Health software provides employers and their staff with a simple dashboard that allows users to engage, connect, and assess their healthcare options. Our health benefits software helps employers choose a monthly allowance to go towards their employees' healthcare plans. Remodel Health lets you choose the best strategy to cut costs and care for your team. Toggle between the WageUp™ or individual coverage HRAs (ICHRA) calculator modes to compare your savings results. -
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Redii
Redii
Redii enables companies to provide retirement benefits to their global workforce. Our international pension plan is country-agnostic and plugs into existing payroll tools for seamless administration across regions. We’ve partnered with institutions like BlackRock, Allfunds, and Willis Towers Watson to provide best-in-class investment options for members. Key Features - Global Coverage: Our international pension plans are country-agnostic, meaning we can serve your team anywhere across the world across 150+ countries. - Easy Administration: We integrate seamlessly with your global payroll provider making plan administration effortless. - Automated Compliance: Our platform handles all reporting requirements and makes any required disclosures to plan participants. - White-glove Onboarding: You’ll get a dedicated implementation manager to guide you through every step, including team and payroll integration.Starting Price: $199/mo + $5/member/mo -
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IRALOGIX
IRALOGIX
IRALOGIX is a cloud-native, fully digital, white-labeled IRA (Individual Retirement Account) management platform designed to help financial institutions, wealth managers, advisors, and workplace retirement partners modernize, automate, and scale their retirement-related services. It streamlines complex IRA administration by automating tasks like account setup, trading, ongoing maintenance, compliance, and data handling, reducing manual work and operational risk while enabling consistent governance and oversight at scale. It provides institutional-quality investment access for all IRA types regardless of account size, integrates with professional money-management tools such as Morningstar Retirement Manager for personalized portfolio services, and supports features like voluntary and auto rollovers to retain assets and enhance investor engagement. -
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Maestro Health
Maestro Health
Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits. We work with employers and their trusted advisors to build health and benefits solutions designed around what matters most—people. With a self-funded health plan, the employer pays for members’ healthcare coverage directly instead of using an insurance carrier. This includes paying claims, defining networks and repricing strategies and taking on the risk of the claims associated with their plan design. Self-funded benefits give employers the power to build health plans around their people’s needs. We design solutions that help lower costs and drive better health outcomes—without slashing benefits. At Maestro Health, we believe that employee health and benefits should be easy. Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits. -
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Opentrader
Opentrader
Trade up to your own CHESS Sponsored investment account, powered by the provider behind Australia’s leading fintechs and over 100,000 traders on the ASX. Make better moves with powerful insights, custom tech, comprehensive analytics and award-winning charting. Enjoy a seamless experience between all of your devices with our progressive web app technology. Plug straight into the ASX with our super low latency platform built for speed, precision and accessibility. Trade securely on your own HIN, CHESS Sponsored by Openmarkets, Australia’s largest independent retail stockbroker. Opentrader offers some of Australia’s most competitive rates on equity, warrant and ETF transactions. Measure tick-by-tick or map monthly with our immersive low latency live data, bespoke drawing tools and 90+ technical indicators. Trading under your own Holder Identification Number gives you the security and flexibility of directly owning your shares.Starting Price: $5 per trade -
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Panther
Panther
Borderless payroll, compliance and benefits for remote teams. Made with love from around the. Get a single invoice for your entire global team. When it's time to pay, all it takes is one click. Everyone gets paid in the local currency of their choice. Offer your teammates the benefits they need to work and live happily. We’ll help you give them access to worldwide, private health insurance and much, much more. Increasingly, the best talent, whether employee or contractor, in the world wants to have the flexibility to work remotely. Companies that allow this will have an easier time finding the right person with the right skills. Because you don’t have to set up local entities, global employment can come in at a much more cost effective way. No need to go bankrupt growing your global and remote a-team.Starting Price: $499 per employee per month -
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YuLife
YuLife
Meet YuLife, and our innovative new approach to group insurance. Employee benefits, wellbeing, engagement and rewards in one platform that your people really love – and use every day. Level-up investment in your people with insurance that protects their futures, alongside wellbeing and rewards that inspire a healthy life today. See how YuLife is helping employers attract and retain top talent. Voluntary Group Life Insurance is often used to supplement basic group life coverage (i.e., the specific amount of coverage offered at no cost to the employee). A simple rule of thumb for a sufficient level of life insurance is 10x an employee’s salary – but it varies depending on the stage of an employee’s life, and if they have any dependents. -
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Edenred Benefits
Edenred Benefits
Edenred Benefits offers flexible benefit solutions designed to improve employee satisfaction and employer branding, focusing on commuter benefits, lifestyle spending accounts, and claims reimbursements. It supports more than 10 million employees and 3,500 companies with tools like AI-automated claim approvals, a mobile app, debit cards, and web portal access to simplify benefit use. Its commuter benefits programs allow employees to pay for biking, transit, or car commuting pre-tax, helping employees save money and supporting eco-friendly options. LSAs let employees tailor spending on wellness; gym memberships, meal plans, pet care, etc., as part of a broader well-being strategy. Edenred emphasizes security and compliance, being SOC 2 Type II certified, PCI compliant, meeting GDPR and other regulatory standards, and maintaining extensive compliance support for tax code sections.Starting Price: Free -
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Flyp.me
Flypme
Accountless crypto exchanger. Simple, fast and private. No registration. Flyp.me is developed by HolyTransaction, the first multicurrency web wallet since 2014. No registration, no email, no account: only your crypto address. Instantly exchange 30+ cryptocurrencies straight to your wallet. You are always in control of your funds and information. We don’t track you. FYP Token holders get 50% of the profits. Integrate Flyp.me exchanger on your site or platform. The only instant Exchange by the community for the community. FYP token holders receive 50% of the profit generated by the exchanger. Join us to propose new features or coin additions and vote for key decisions. The Flyp.me accountless exchanger and the FYP Token were born to protect privacy, promote decentralisation, support grassroot ownership and foster a community believing in consensus. -
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MELP
MELP
MELP offers an easy-to-use and widely affordable digital tool to personalize employee benefits, thus fitting every individual's expectations. For large and small businesses, we help attract new talents, retain high performers, and keep employees loyal and engaged. Everyone loves work-life balance and a positive work culture. However, each generation has different priorities over how they want to be compensated for their work – from training and personal growth to extra vacation and insurance. Some of the employee benefits tend to become more "habitual" than others. People often have no idea how much “free” parking, off-hours, discounts on company products, or subsidized food costs to the employer. MELP enables the employer to easily portray all benefits to employees and show their real costs and value. -
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Risk Insights
Risk Insights
ESG GPS stands out with its exceptional features, including sector-specific materiality factors, peer group comparisons, consideration of country regulations, and ratings covering the entire stock exchange spectrum - from mid-sized to large corporations. It offers independent ratings based on both mandatory and voluntary disclosures, incorporating a contextual analysis that delves into stakeholder perceptions derived from news feeds. ESG GPS ratings hold immense value for a diverse spectrum of stakeholders, including asset owners, impact investors, debt holders, capital markets, proxy advisors, rating agencies, shareholders, exchange-traded funds, and the ever-influential millennial demographic. ESG GPS provides a range of reporting options, including classic reports, comprehensive reports, disclosure scores, news feed lists, rating watch alerts, and sector-specific information. -
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Benepass
Benepass
Benepass is your benefits partner from start to finish. From benefits design to tax and compliance to employee communication, we are your partner in benefits administration. Benepass consolidates all pre-tax benefits onto our modern mobile app and web platform. Fully customizable benefit plans to support your company's values, while giving your employees the flexibility to choose what's best for them and their families. We aim to be your value-added partner at every step. Simple, customizable policies. Set the rules for contributions, employee eligibility, and benefits coverage. White glove support. Dedicated account manager and shared Slack channel with admins. Optimize your benefits stack based on live engagement data in the admin dashboard. Benepass integrates with your payroll to report imputed income for taxable benefits. Powered by VISA. Instant benefits delivery, anywhere in the world.Starting Price: Free -
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ByAllAccounts
Morningstar
ByAllAccounts transforms financial data into insight through account aggregation. We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. -
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THEbenefitsHUB
allsynx
allsynx is a software company that helps clients and brokers experience a simplified benefits enrollment and management experience. Our THEbenefitsHUB enrollment software solution gives employers peace of mind when it comes to their online enrollment, data, product education, benefit administration, and carrier connections. It's a breeze for employees, too! Employees get an easy-to-navigate enrollment that helps them stay knowledgeable about the benefits being offered them.Starting Price: $5.00 PEPM -
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Launchpool
Launchpool
Launchpool leverages communities, knowledge, expertise, contacts and capital to provide crypto projects with the best possible start to life, maximizing their chances for success in this fast moving and dynamic space. Launchpool connects varied stakeholders in the crypto industry, including funds, communities, marketers and experts, incentivizing all. Funds provide a portion of their deal flow to the Launchpool platform on exactly the same terms they receive as early investors. $LPOOL holders stake $LPOOL to access a related portion of the deal on offer. $LPOOL holders are a community of investors, growth hackers, influencers, customers, traders and knowledgeable industry participants who combine to form an incentivized community around the project they have invested in. $LPOOL is open to all, simply stake one of the tokens found on the staking page to start earning your $LPOOL for free. You can withdraw your stake and $LPOOL at any time. -
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Corestream
Corestream
Corestream enrollments result in 2X employee tenure. 1 Empower your employees with choice, security, and peace of mind. Corestream’s free-to-use voluntary benefits platform enables employers to offer lifestyle benefits, supplemental benefits and perks & discounts that match the individuality of employees. Each employee’s personalized selection is handled by Corestream and streamlined through payroll deductions so it’s hassle-free for employers! White-labeled to mimic your organization’s brand, ensuring a seamless experience for employees. The portal experience and enrollment accessibility adapt to your open enrollment periods and employee qualified events. Employees can conveniently browse and search across different product categories. A summary of their elected benefits and payroll deduction amounts is available 24/7. -
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Smart Pensions
Smart Pensions
Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time with just the tap of a finger, using our app. We invest members' pension savings to deliver a strong return whilst also tackling climate change to make a positive difference to society and our planet. We plan to be net zero by 2040, and to make a 50% reduction in emissions by 2025. We protect members’ pension savings with strong governance, and oversight from independent trustees. Everyone’s financial needs will be different in retirement. And those needs can change as you move through your retirement journey. That's why we've created Smart Retire. Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time. -
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Bennie
Bennie
We are on a mission to help employers, employees, and their dependents get access to better benefits. Our platform, products, and services are designed to help small and mid-sized companies make benefits less complex and more accessible. Our app is designed to make benefits less complex and more accessible, empowering people with the understanding necessary to improve their lives. Licensed in all 50 states, Bennie is a full‑service employee benefits broker and maintains national and regional relationships with all insurance carriers. Our team of experts will also help round out your HR technology offering with access to our preferred partners. With Ask Bennie, members have access to healthcare experts who work for you, not the insurance companies. Our Ask Bennie advocates help with open enrollment, bill negotiations/mistakes, benefits questions, finding doctors, and more. Bennie helps your members manage their benefits, so you can get back to what matters most. -
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Collective Health
Collective Health
Collective Health is the first integrated solution that allows self-funded employers to administer plans, control costs, and take care of their people, all in one place. Let us show you how we deliver better benefits with curated programs, connected administration, and smart member experience. From scientists to truck drivers to musicians, we’re proud to serve the happiest clients and members in the health insurance industry. See why leading self-funded employers across the nation choose Collective Health. Are you a broker or consultant working to drive your clients’ healthcare strategy forward? Collective Health simplifies employee healthcare with an integrated technology solution that makes health insurance work for everyone. With nearly a quarter of a million members and over 50 clients, including Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), Zendesk, and more, Collective Health is reinventing the healthcare experience for forward-thinking organizations. -
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Byrne Software Benefit Administration
Byrne Software Technologies
Our software is designed to make your benefit plan office more efficient, accurate, and compliant. You can count on our solutions for end-to-end processing, ease of use, data integrity, excellent customer service, and an eye on the future. With full integration between modules, data is entered once and utilized by all of our products. Its flexible technical design offers automation, secure and compliant transactions, and relevant reporting at your fingertips. You’ll receive full support from talented and dedicated software engineers and customer support representatives. Easy, simplified, automated, streamlined billing and payments for individuals and employer groups. Retrieve and manage A/R data easily, quickly and cost-effectively. Flexible, friendly, intuitive, and low-maintenance processing for one or an unlimited number of plans, coverage types, and networks. Includes claims received by EDI files. -
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OnePoint HCM
OnePoint Human Capital Management
When you have the right workforce management software and an attentive HR service provider, it only takes one solution to unify all your human capital needs. We provide clients with a powerful HCM platform to seamlessly manage your number one asset: your employees. Our single database workforce management application is built on One employee record which opens new possibilities to connect your people, processes and other business systems within your HR infrastructure. Create speed, efficiency, visibility and control over your workforce data produce better business outcomes and long-term ROI. At OnePoint customer success is our top priority and our clients appreciate our commitment to help them succeed. As your HCM partner we discover the possibilities of a seamless technology and unparalleled customer support. Unifying all your human capital management assets into a single HR infrastructure will lead to time saving, reduced errors, and better people analytics. -
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ClickSWITCH
Q2
ClickSWITCH solves the age-old problem that has confounded and prevented new business development for financial institutions – switching account holders from one institution to another. ClickSWITCH’s mission is to empower consumer choice while enabling competitive, profitable financial institutions. Headquartered in Minneapolis, ClickSWITCH has quickly grown to support hundreds of financial institutions and Fintechs in all 50 states as well as Puerto Rico and Canada. Q2 makes it easy to engage with new, existing, and even idle accounts. Our automated solutions for switching direct deposits, recurring payments, and online card payments to your FI can bring your account holders fully onboard—and turn you into their primary financial services provider. Marketing and digital account opening acumen might get account holders in the door, but building profitable primary relationships takes more. -
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benefitexpress
benefitexpress
Born from benefits experts, benefitexpress delivers industry leading cloud-based benefits administration software, solutions and services to employers and broker partners. Our fully outsourced solution, My Benefit Express™, simplifies your benefits administration responsibilities and helps employees make informed decisions–enhancing employee engagement and satisfaction. Software and services span a suite of end-to-end solutions including a full-service call center, daily administration, integrated ACA administration, reimbursement account administration, dependent eligibility audits, and total compensation statements. Our commitment to creative problem solving, scalable systems, and full accountability helps assure our clients’ success, including healthcare organizations, major universities and educational institutions, large enterprises, and growing businesses. -
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Helpr
Helpr
American companies lose an average of 8 workdays from each of their parents annually due to care gaps. Pro-family policies reduce employee turnover; 49% of highly qualified women leave work post-baby and 69% say they’d stay with more help. Moms tend to find themselves as the keepers of the household responsibilities 1.9x more than dads, even when both work full time. This causes stress and burnout. Employers and families can save up to 60% on hourly care costs compared to traditional models. We offer complimentary events, resource groups, and family activities to enrich company culture and increase usage. Check out our menu of complimentary introductory engagement events for your team. Lean into thousands of in-network, screened caregivers available in key cities in North America. -
46
Summer
Summer
Student loan benefits that drive real results for everyone. Summer helps organizations deliver customized, comprehensive student loan benefits that are easy to implement. The result is 20% improved attrition and savings guaranteed. Reduce turnover and attract next-gen talent with a tailored solution built to solve your team's unique needs. Never face student loans alone again. See how to get Summer at your company. Enhance your offerings and build client loyalty by offering the most sought-after financial benefits. Elevate your employee experience with a comprehensive student loan benefit that builds loyalty and levels the playing field for all borrowers. We’ve done the homework on all the acronyms and regulations so you don’t have to. We’re not your average benefit. Summer is proven to save thousands, boost attrition, and secure your status as an employer of choice. See how you can launch your customized solution in under 2 weeks. -
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BenefitDriven
BeneSys
BeneSys began by developing software for our industry. Our software, BenefitDriven, was designed and developed in-house using the Microsoft technology stack (.NET with SQL server). BenefitDriven captures a broad spectrum of data elements for both Participants and Employers. This includes demographic or other relevant unique identifying information as well as information related to the reception and allocation of contributions, the proper calculation and daily administration of various benefits (health & welfare, pension, vacation, etc.) as well for on-going communication, accounting, and auditing purposes. -
48
MANTL
MANTL
The secret behind the fastest-growing banks and credit unions. Grow account holders with our omnichannel account opening software that integrates with your core. A delightful experience for consumers and businesses alike. We help your institution onboard new and existing customers effortlessly. Meet your customers where they are with a solution that opens and funds deposit accounts in less than 3 minutes. Automate up to 97% of application decisions so you can open more accounts across more channels, online, in-branch, or on the go. Real-time integration with your core. MANTL not only fully integrates with all core banking systems, but it also enables core integration with other leading fintech platforms. Seamless integrations with best-in-class providers. Using 30+ data sources, MANTL automates over 90% of KYC decisions to limit time-consuming manual reviews. No-code, real-time configurability. Instantly change risk thresholds, underwriting standards, product rates, and mix. -
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Benify
Benify
Make employees aware of your full investment. A Total Reward Statement reflects employees’ total reward and compensation, including benefits and other add-ons, so they understand the true value of their employment. Use the platform’s integrated communication engine to send personalized, targeted messages. Send the right message to the right people using the right channel. Best yet, you can engage your workforce wherever they are through the Benify app by using push notifications. Before starting their first day, right through to their final day, digitalize the employee lifecycle with the platform’s preboarding, onboarding and offboarding tools. Enable employees to enroll in benefits digitally via desktop or through the app and reduce administration in the process. Manage your entire global workforce from a single source. With a global-but-local approach, administrators can gain insights from benefits and compensation data to assist with strategic decision making. -
50
ConnectYourCare
ConnectYourCare
Simplify tax-advantaged benefits and COBRA administration with our flexible program design and dedicated support program. Curb costs while preserving the benefits that workers need with a traditional HSA or our revolutionary HSA On Demand® solution. COBRA Administration Services enable employees to avoid insurance coverage interruption—providing peace of mind. Help employees take a consumer-directed approach to care with Health Care FSAs, Limited Purpose FSAs, and Dependent Care FSAs. Empower employees and their families with corporate Health & Wellness, Adoption, and Education reimbursement programs. Offer an HRA to maximize your control over covered expenses and portability while satisfying employees’ needs. Our Commuter Benefits program allow individuals to set aside pre-tax funds to pay for eligible transit and parking expenses.
