White-label Financial Wellness Platform For Advisors
Advisors can leverage Budgetsimple’s white-label platform to offer a comprehensive and customizable financial wellness program that can be tailored to the unique needs of their clients. By customizing the platform with their own branding and messaging, advisors can offer a consistent and recognizable financial wellness program that sets them apart from their competitors.
Solutions for 401(k) Retirement Plan Advisors
Simplify and scale participant engagement with Budgetsimple’s comprehensive financial wellness solution.
- Address Participant engagement + Delight Plan Sponsors: Participant engagement is crucial for plan sponsors, as it can help improve retention rates and ensure that their employees are making the most of their benefit offerings.
- Scale Employee Benefit Communication and Support: Scaling employee benefit communication and support is a crucial component of successful plan management. Advisors can provide significant value to HR and plan sponsors by answering employee financial questions that HR may not be able to answer due to lack of expertise.
- Fortify Client Retention + Grow Your Book of Business: By quantifying participant engagement for plan sponsors, advisors can demonstrate their value and drive client retention. Additionally, by offering a comprehensive financial wellness solution, advisors can build trust and attract new wealth management engagements to grow their book of business.
White-label Features
Budgetsimple’s financial wellness platform offers a variety of features designed to help advisors deliver a comprehensive and customizable financial wellness solution.
- Branding: The platform allows advisors to build brand equity by using their logo and colors, creating a cohesive and recognizable look for their financial wellness program.
- Course creator and 50+ pre-built courses: The platform includes a course creator tool that allows advisors to create custom financial education courses. It also includes 50+ pre-built courses on topics such as retirement planning, debt management, and budgeting.
- Coaching and support: The platform offers coaching and support services that allow users to connect with financial coaches for personalized guidance and support.
- Support for multiple coaches: The platform allows for more than one coach, so advisors can build a team of financial coaches to provide support to users.
- Easy call scheduling with users: The platform includes a scheduling tool that allows advisors to easily schedule calls with users.
- Marketing tools: The platform includes website widgets that advisors can use to promote their financial wellness program and engage with potential prospects. These widgets include embeddable calculators and email capture widgets.
User Features
Budgetsimple’s financial wellness platform offers a variety of features designed to help users meet their financial goals.
- Full-featured budgeting app: The platform includes a robust budgeting app that allows users to track their income and expenses, set savings goals, and create a personalized budget.
- Calculators: The platform includes a variety of calculators that can help users make informed financial decisions, such as retirement savings calculators, loan repayment calculators, and investment calculators.
- Decision support tools: The platform includes decision support tools that can help users navigate complex financial decisions, such as Assessing your Investment Risk Profile.
- Coaching and support: The platform offers coaching and support services that allow users to connect with financial coaches for personalized guidance and support.
