This app serves as a retirement roadmap, guiding users from their current financial standing to their desired future. It allows for easy monitoring and management of retirement plan accounts.
1.5(28 ratings)
Free
Best apps like ELITE Plan
9+ similar apps compared and reviewed
4.1 avg rating
9 free apps
Updated July 2026
ELITE Plan is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.
Top Alternatives to ELITE Plan
4.9😐(851 ratings)
FreeAds
Access and manage your health savings accounts (HSAs), flexible spending accounts (FSAs), and other benefits like commuter accounts. Easily view balances, submit claims by scanning receipts, and receive instant notifications for faster access to your funds.
What We Love
- 👍 Easy to use
- 🚀 Convenient reimbursement process
- 💡 Useful features
- 🚀 Quick access to account information
Room to Improve
- 🐛 Buggy login/registration process
- 🐛 Unreliable document upload functionality
- 🐛 Glitchy user interface
Wealthscape℠ by National Financial Services LLC
Worth Considering
💰 Finance
4.8😞(2.7K ratings)
Free
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
What We Love
- 👍 Easy to use
- 🚀 Smooth check deposit
- 💡 Helpful for administrative tasks
Room to Improve
- 🐛 App freezes when depositing checks
- 🐛 Crashes when making deposits
- 🐛 Unresponsive after updates
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Lively Benefits
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Manage your health benefits effortlessly with an intuitive interface designed for everyone. Track balances, initiate claims, verify purchases, and access eligible expense lists on the go. Secure login features ensure your account remains protected.
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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.
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REALtirement by Nationwide
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Access and manage your retirement account information from any device, anytime. Easily view account details, adjust future contributions, exchange funds, and update your contact information. Enrollment is quick and simple, making retirement planning more convenient.
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Federated DriveSAFE
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This app helps businesses monitor and encourage safe driving habits among their employees. It provides insights into driver and fleet performance, offering scores, trends, and feedback to promote safer road behavior.
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Wealthscape Investor℠
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Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
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Xpress Bill Pay
The trusted way to pay
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This app allows users to pay bills quickly and securely through partnerships with local city and billing organizations. It simplifies the payment process by letting you select your provider, look up your account, and set up auto-pay. Receive real-time alerts and pay using various methods.
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