Plan, prepare, and maximize your retirement.
Main Features
Pricing
Starts from $124.95/User/Month
Free Trial available
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7.0
Spot Score
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Product Description
ClientAccessWeb is an expense management software solution that ties together all of the major expense management needs into one centralized system. It allows companies to manage expenses at both an individual and corporate level while integrating seamlessly with the existing accounting ...
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No common features
Unique Features
Time & Expense Tracking
Spend Control
Pricing
ClientAccessWeb offers custom pricing plan
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Product Description
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
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No common features
Unique Features
No unique features
Pricing
Personal Capital offers custom pricing plan
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Product Description
Qualified is an innovative Conversational Marketing Chatbot that enables businesses to maximize their revenue by leveraging their website. It empowers them to identify their most desirable site visitors, start conversations to convert outbound and promotional website visitors, and detect ...
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No common features
Unique Features
Pop-ups
Alerts
Co-Browsing
+ 12 more
Pricing
Starts from $3000/Month
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Product Description
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
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No common features
Unique Features
Calendar Management
Employee Database
Access Control
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Pricing
Workvivo offers custom pricing plan
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Product Description
PensionGold is the cutting-edge pension administration software perfect for today's modern web technologies. This comprehensive retirement program, built on the ESF platform, enables employers to report employee demographic data and wages, with the added benefit of a secure and convenient ...
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No common features
Unique Features
Auditing
Monitoring
Enrollment Management
+ 4 more
Pricing
PensionGold offers custom pricing plan
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Product Description
The Moneytree Plan is designed to empower you with the insights you need to make sound financial decisions. Through detailed analysis, you can visualize the impact of various choices upon your long-term financial future. By providing transparency and necessary information, it helps you better ...
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Budgeting
Cash Management
Unique Features
Data Import-Export
Performance Metrics
Tax Management
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $1,345/Year
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Product Description
eMoney is an advanced platform developed to meet the financial planning needs of financial service providers. Users gain access to a range of creative solutions to manage client finances and make informed decisions. This thorough finance planning platform assists advisors across the customer ...
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No common features
Unique Features
Client Management (Customer)
Benchmarking
Analytics
+ 3 more
Pricing
Free Trial available, Try Now
eMoney offers custom pricing plan
8.7
Spot Score
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Product Description
Gini is a powerful financial and growth platform that equips small businesses and startups with the necessary insights and knowledge to make financial decisions in any economic climate. This comprehensive tool empowers users to understand their numbers, develop budget strategies, and stay in ...
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No common features
Unique Features
Market Analysis
Performance Analytics
Cash flow Forecasting
Pricing
gini offers custom pricing plan
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Product Description
ChangeGPS is a SaaS software that helps streamline practice management and compliance advisory requirements. From creating plans and blueprints to providing marketing and sales support, ChangeGPS will cover all of your practical needs. Moreover, its TaxPlan and Progress tools will provide ...
Read moreCommon Features
No common features
Unique Features
Engagement Features
Pricing Management
Client Management (Customer)
Pricing
Starts from $85/Month
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Popular alternatives include ClientAccessWeb, Personal Capital, Qualified, Workvivo and ChangeGPS.
Key factors include Budgeting, Onboarding, General Ledger and pricing.
Tools like AISaver, AEL Accessibility Checker, PARTNER2B, VoiceSend AI and PopPop AI Sound Effect Generator are best for small businesses for New SaaS Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
