Financial Wellness for Your Team
Help your employees achieve financial confidence with comprehensive financial education and planning tools. Reduce financial stress and improve workplace productivity.
Increase Productivity
Employees with financial wellness spend 13% less time dealing with financial issues at work
Reduce Turnover
Companies with financial wellness programs see 50% less employee turnover
Improve Retention
89% of employees value financial wellness benefits when considering job offers
Comprehensive Financial Wellness Platform
Financial Health Assessment
Comprehensive scoring and personalized insights
Interactive Learning Modules
Budgeting, investing, debt management, and retirement planning
Future Forecasting
Retirement and financial independence planning tools
Progress Tracking
Dashboard analytics and goal monitoring
Admin Dashboard
Track employee engagement and wellness metrics
Custom Branding
White-label solution with your company branding
Simple, Transparent Pricing
Starter
- ✓ Financial health assessment
- ✓ Basic learning modules
- ✓ Progress tracking
- ✓ Email support
Professional
- ✓ Everything in Starter
- ✓ Advanced forecasting tools
- ✓ Admin dashboard
- ✓ Custom branding
- ✓ Priority support
Enterprise
- ✓ Everything in Professional
- ✓ API access
- ✓ Custom integrations
- ✓ Dedicated account manager
- ✓ SLA guarantee
Ready to Transform Your Workplace?
Join leading companies in providing comprehensive financial wellness to their teams
Implementation in 2 weeks • No setup fees • 30-day free trial