A financial wellness platform offering solutions for employers and insurers. It integrates HRIS, benefits, and personal financial data to provide insights, tools, and advice for financial well-being. The platform emphasizes security and privacy.
Features
Financial Wellness Solution
Combines HRIS, benefits, and personal financial data to provide insights, tools, and advice for improving financial well-being.
Enterprise-Level Security
Offers a purpose-built platform with SOC 2 compliance, ensuring enterprise-grade security and privacy for employee and organization data.
Comprehensive Benefits Platform
Provides tools to maximize the value of employee benefits, driving engagement and retention. Includes automated solutions for financial health needs.
Employee Financial Empowerment
Provides tools and solutions to help employees confidently manage and navigate their finances beyond basic advice.
Organizational Partnerships
Partners with organizations to expand the reach of financial tools, making them accessible to more people regardless of organization size.
Financial Tools and Advice
Offers financial tools and advice to promote productivity, engagement, and financial well-being among employees.
HRIS and Personal Financial Data Integration
Combines HRIS, benefits, and personal financial data to deliver insights and recommendations that improve financial well-being.
Well-Being Support
Supports employee financial well-being by providing financial education and tools.
Employee Assistance Program (EAP)
Provides services to assist employees with various personal and professional challenges.
Compensation and Rewards Management
Helps manage employee rewards and compensation to align incentives.
Financial Health Platform
Provide a comprehensive platform to enhance financial health offerings, helping reduce stress for plan members and improve retention for insurers.
White Label Solutions
Offer fully customizable financial health solutions that can be branded according to the partner's specifications.
Integration with HRIS
Integrate financial wellness solutions with Human Resource Information Systems (HRIS) for seamless data management.
Analytics and Insights
Deliver insights and analytics on financial well-being to help improve decision-making processes for HR and executives.
SOC 2 Type II Compliant
The platform ensures compliance with SOC 2 Type II, showcasing a commitment to high standards of data security, confidentiality, and privacy, with regular audits to maintain rigorous controls.
Secure & Trusted Integration Partners
Collaborates with leading integration partners to provide seamless data integrations with a focus on security and privacy standards, ensuring reliable and secure connections.
Privacy-First Feature Development
Features are developed with a focus on privacy, ensuring only necessary information is shown and appropriately secured to provide a secure user experience.
Well-being Insights
Provides employees with insights into their financial well-being including spending habits and savings based on their financial behavior.
Goals Planning
Allows users to set and track financial goals, helping employees manage their finances more effectively and achieve their savings objectives.
Progress Tracking
Enables employees to track their financial progress and improvements over time, promoting awareness and empowerment in managing personal finances.
Health Nudges
Delivers personalized financial health nudges to encourage better financial decisions and habits among employees.
Security and Privacy
Offers enterprise-level security and privacy to ensure that employees' financial data remains protected and confidential.
200+ Integrations
Integrates with over 200 HRIS and financial systems, making it easy to connect with existing infrastructures and streamline financial well-being programs.
Engagement Measurement
Measures the uptake and engagement of employees with the financial tools, providing employers insights into the effectiveness of the program.
Certified Financial Planners
Access to trusted Certified Financial Planners who provide impartial financial advice to employees.
Personalized Advice
Offers one-on-one personalized advice from CFPs to address financial concerns, helping employees manage and plan for future financial health.
Ongoing Support Between Sessions
Allows employees to get continuous financial support, ensuring they can easily communicate and follow-up with advisors.
EAP Solutions Integration
Integrates financial well-being options into existing Employee Assistance Programs (EAP), supporting overall employee health and productivity.
Measure Engagement
Tools to track, measure, and manage employee engagement and uptake of financial planning resources, allowing employers to assess impact.
Comprehensive Compensation Overview
Provides insight into the complete compensation package including salary, bonuses, and benefits, allowing both employer and employee to see the full value of employment offers.
Comp & Rewards Insights
Gives detailed analysis of total employment packages to identify gaps, assess value, and engage talent with competitive offers.
PDF Statements
Generate detailed PDF statements of compensation and rewards for easy sharing and documentation.
Benefits Engagement
Tools to help employees understand and engage with their benefits for improved satisfaction and retention.
Security and Privacy
Enterprise-level security and privacy to ensure all compensation data is handled with top industry standards.
HRIS & Finance Integrations
Over 200 integrations with HRIS and finance systems to streamline data management and support backend operations.