Empower both plan members and owners with ElektraFi’s personalized financial health technology.
Access a complete suite of financial health tools that support both plan members and owners.
Integrate our solution with your existing systems for a smooth and efficient experience, with white label options.
Tailor solutions to meet the unique needs of your plan members, ensuring the most relevant and effective support.
Empower your members with personalized guidance from Certified Financial Planners (or use your own),helping them achieve long-term financial well-being.
Offer a complete, end-to-end financial health solution that integrates personalized tools, expert guidance, and actionable insights. Our technology empowers both plan members and employers with seamless access to financial planning, ensuring a comprehensive and scalable approach to financial well-being.
If plan members want to learn more about finances or get quick, on-the-spot answers to their questions, they can try our financial AI, Elektra (built with Durham College). [Optional Feature]
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.
Connect the dots. Our platform integrates with your HRIS and employees’ financial data, delivering a streamlined experience that works effortlessly behind the scenes.
White-label, embed and connect to your advisors.
