Expand your offerings with integrated financial health solutions that empower clients and add member value.
Offer financial health solutions with our end-to-end platform, empowering both plan members and plan owners. Plan members benefit from personalized tools and expert advice, while plan onwers gain actionable insights, easy-to-use management tools, and data-driven resources to support workforce well-being. Together, it’s a holistic approach to financial health for all.
Make our technology uniquely yours with custom branding, tailored advisor connections, and a personalized app experience. Seamlessly align financial health solutions with your company’s identity, offering a consistent, branded experience for both plan owners and plan members.
per week of productivity is lost per employee
of employees took leave due to financial stress
the likelihood that an employee will be job searching
of people are living paycheque to paycheque
of employees say financial wellness is the #1 concern
of employees would like a financial wellbeing tool
We take security and privacy seriously. We are SOC 2 compliant and work to ensure that both employer and employee data privacy is prioritized with each decision.