BenefitsForYou app icon

Apps Like BenefitsForYou for iPhone and iPad

Track retirement accounts anytime

Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.

by CMFG LIFE INSURANCE COMPANY★ 1.7240 ratingsFinanceFreeData updated 2026-09-06

BenefitsForYou screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. TIAA app icon

    TIAA

    Teachers Insurance and Annuity Association America

    Track accounts and manage investments

    Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.

    ★ 4.68,297 ratingsFinanceFreeData updated 2026-09-08
  2. Empower ® app icon

    Empower ®

    Empower Annuity Insurance Company of America

    Track expenses, view balances, manage budgets

    Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.

    ★ 4.8410,378 ratingsFinanceFreeData updated 2026-09-09
  3. Northwestern Mutual app icon

    Northwestern Mutual

    THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

    View accounts, track performance, pay premiums

    View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.

    ★ 4.89,171 ratingsFinanceFreeData updated 2026-09-06
  1. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.730,043 ratingsFinanceFreeData updated 2026-09-06
  2. MoneyMobile app icon

    MoneyMobile

    MX TECHNOLOGIES, INC.

    Track expenses, set budgets, view reports

    View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.

    ★ 4.8409 ratingsFinanceFreeData updated 2026-09-08
  3. Vanguard: Save, Invest, Retire app icon

    Vanguard: Save, Invest, Retire

    The Vanguard Group, Inc.

    Invest, track, and manage your portfolio

    Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.

    ★ 4.6177,441 ratingsFinanceFreeData updated 2026-09-09
  4. NetBenefits app icon

    NetBenefits

    Fidelity Investments

    View retirement savings and benefits

    View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.

    ★ 4.628,989 ratingsFinanceFreeData updated 2026-09-09
  5. UniSuper app icon

    UniSuper

    UniSuper Management Pty Ltd

    Check super balance and contributions

    Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.

    ★ 4.941 ratingsFinanceFreeData updated 2026-09-06
  6. Epic Bank app icon

    Epic Bank

    MX TECHNOLOGIES, INC.

    Track expenses, save, and invest securely

    View financial data in one place with customizable visualizations. Track spending, set budgets, and receive alerts. Transfer funds, pay bills, and monitor account activity. Link multiple accounts and view transaction history.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-09
  7. OneAmerica Retirement app icon

    OneAmerica Retirement

    American United Life Insurance Co Inc

    Manage accounts and access financial resources

    Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.

    ★ 4.79,272 ratingsFinanceFreeData updated 2026-09-06
  8. Heritage Pension Advisors app icon

    Heritage Pension Advisors

    Schwab Retirement Technologies Inc.

    Manage your account remotely

    Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.

    ★ 1.02 ratingsFinanceFreeData updated 2026-09-06
  9. PlanLink app icon

    PlanLink

    Spectrum Pension Consultants, Inc.

    Enroll, manage, and track investments

    Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.

    ★ 4.886 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.