PlanSource is a cloud-based benefits administration and HR software platform.
Custom pricing
Best Forma Alternatives ranked by AI · updated Aug 2026
Forma is a lifestyle spending and benefits platform for employers that want to provide flexible allowances across categories such as wellness, learning, family, and remote work. It targets HR and benefits teams that need configurable policies and employee reimbursement or spending workflows.
Top 6 Forma alternatives
Fond is an employee rewards and recognition software that helps companies increase employee engagement and retention.
Custom pricing based on company size and needs
Perkbox is an employee benefits and engagement platform offering discounts, perks, recognition, wellbeing resources, and employee communications. It is primarily used by...
Pros
- Simple employee-facing perks marketplace with discounts and rewards
- Includes recognition, wellbeing, and communications features
- Generally easier to deploy than a highly customized benefits platform
Cons
- Geographic coverage and offers vary by market
- Less flexible for employer-funded spending accounts than Benepass
- Can offer less benefits personalization than Advantage Club
Contact sales
Shortlister is a benefits technology and services marketplace for employers, brokers, and consultants evaluating employee benefits vendors. It provides vendor discovery, comparison,...
Pros
- Purpose-built for comparing employee benefits vendors rather than administering plans
- Supports employers, brokers, and consultants in structured vendor searches
- Covers a broad range of benefits and HR service categories
Cons
- Not a full benefits administration or enrollment system
- Pricing is not publicly listed
- Value depends on the breadth and quality of its vendor marketplace
N/A (enterprise pricing)
bswift is a benefits administration platform covering enrollment, eligibility, decision support, and employee communications. It is intended for employers and benefits teams...
Pros
- Provides guided enrollment and benefits decision-support tools
- Handles complex eligibility and employer-plan rules
- Offers integrations with payroll and benefits carriers
Cons
- More focused on health benefits than retirement planning
- Enterprise-oriented implementation can be lengthy
- No public self-service pricing
Reward Gateway is a cloud-based employee engagement platform that helps companies to connect, recognize, and support their employees.
Custom pricing based on company size and needs
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