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FINANCIAL WELLNESS

Empower your employees to make better financial decisions.

Personal finances are the biggest source of stress for employees. Alleviate that stress with all the advice and tools your people need to take control of their finances.

Increased financial education at work can help your employees understand how the rest of your benefits package supports their financial goals.

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EMPLOYERS, DID YOU KNOW...

87%

of employees want help with their personal finances

81%

of employees would switch to a company that cares more about their financial well-being

$4,000

per employee lost in productivity through distraction and absenteeism

71%

of employees say that their financial stress has risen over last 12 months

 

Ready for Financial Wellness?

With our integrated wellness program, give your employees financial freedom and enjoy a better business.

We are so committed to providing financial wellness that we make our comprehensive financial tools available to your team for free - no hidden costs or strings attached.

Ready to boost your business? Learn more today.

Risk Free Trial

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WHY US?

We know what makes businesses tick.

For you to run at maximum efficiency, you need a happy workforce. With our integrated wellness program, give your employees financial freedom and enjoy a better business.

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Account aggregation tool to see everything in one place

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Loan payment tool to help tackle your mortgage and student loans

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Interactive budget tool to keep you on track

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Account performance and balances measured against benchmarks

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Life insurance analysis to see how much coverage is needed

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College funding projection that adapts to changing education trends

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Simulate different retirement scenarios to know your options

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Estate planning checklist and analysis to see your wishes through

Benefits of wellness

Empower your employees with cash flow and loan payment strategies, retirement plans, asset protection, and more.  Removing their #1 cause of stress creates a happier, more efficient worker and a more streamlined business for you and your stakeholders.

Employee Benefits

Alongside the more obvious physical and mental health benefits that a wellness program provides, employees can also enjoy tailored financial advice that addresses personal concerns, including:

Buying a home

Getting married

Retirement plans

Loan payment strategies

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Employer Benefits

Exclusive access to our comprehensive financial platform will help your organization:

Acquire and retain top talent

Boost employee engagement

Decrease stress and increase productivity

Improve your bottom line

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