Whether you want more options like 401GO or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Access and manage your paystub details, update employment forms, and download tax documents. This app allows direct control over your direct deposit information and payment priorities, bypassing HR for quick self-service.
This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.
This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.
What We Love
✨ Improved UI/UX (recent updates)
🚀 Smoother performance (recent updates)
👍 Good balance of compliance and practice management