Apps Like 退休规划师 for iPhone and iPad
退休规划师 screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.


Paychex Flex
Paychex Inc.
Manage payroll and benefits securely
Employers can authenticate with Touch ID or Face ID. Submit payroll by entering, reviewing, and submitting on the go. Resume payrolls started on tablet or desktop. Access reports and vital payroll information.


Alight Mobile
Alight Solutions, LLC
Access benefits, track payroll, view health details
Access employer benefits including health, retirement, and payroll details. Find doctors or urgent care clinics. Enroll in benefits and review medical plans and spending. View payroll information and benefit summaries.

Notarize
Notarize, Inc.
Documents securely and instantly
Upload documents and scan them for notarization. Take a photo of your ID and answer security questions. documents legally and securely from any iPhone or iPad. Available 24/7 for users in the U.S. and abroad.

Public: Invest & Trade
Open to the Public Investing, Inc.
Transfer portfolio and earn 1% match
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.

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.

bswift Mobile
bswift
Enroll in benefits and update info
Manage benefits with quick start access for new and regular users. Review and update benefit information, enroll in programs, and access provider details. View health and retirement insights. Retrieve digital ID cards for yourself and dependents.


Start Right Retire Right
BOK Financial Corporation
Access account info and track returns
Access account balance and activity information. View personal rate of return. Manage account details. Set security passwords. End sessions upon closing or logging out. Use SSL for secure connections.

LendingPoint
LENDINGPOINT LLC
Manage finances and track expenses
Check loan rates and manage existing loans. Make payments, update personal information, and view account details. Set payment reminders and access customer support.



smallcase: Stocks, MFs, FDs
Smallcase Technologies Private Limited
Invest in stocks and mutual funds
Invest in stocks and fixed deposits through pre-built portfolios managed by experts. Choose from themed or strategic stock baskets. Set up recurring investments and track portfolio performance over time.

PTL Mobile
Paschall Truck Lines, Inc.
Access schedules, track shipments, and manage payments
Access documents, view load and stop details, including fuel stops. Accept or reject plans. Use Vertical Alliance Training. Scan and send documents. Access Weigh My Truck .


Policybazaar - Buy Insurance
PB Fintech Limited
Invest in health insurance to save tax
Compare insurance policies, calculate tax savings from health insurance purchases, and invest in ULIP or term insurance plans to reduce income tax. View tax-saving benefits, compare plans, and make informed investment decisions.



iA Mobile
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.