Personal finance
Financial Checkup Tool
Comprehensive financial health assessment and personalized recommendations. Empower your members with a wellness checkup that surfaces actionable insights across habits, planning, retirement, and insurance—so they see the full picture and where to improve next.
A gauge for financial health.
Financial Wellness Score
The Financial Wellness Score gives members an easy-to-read snapshot of fiscal fitness. It reflects recent activity and behaviors so they can review progress over time and keep moving toward stronger financial wellness.
Identify understanding in critical areas.
Score breakdown
Members see how they fare across habits, planning, retirement, and insurance—each area graded so strengths and gaps are obvious. That focus helps them prioritize what to work on next on their wellness journey.
Gauge members' strengths in vital areas.
Financial Checkup questionnaire
The questionnaire explores habits, planning, retirement, and insurance. Responses shape a clear financial narrative; the platform uses that input to calculate the Financial Wellness Score and point members toward targeted improvements.
Personalized action steps for financial improvement.
Recommendations
Based on survey responses, members get a curated list of next steps—from exploring investment risk to strengthening planning scores—designed to support informed decisions and proactive money management.
Questions
Have more questions?
We're happy to walk through your goals, compare options, and show how the platform fits your team. Book a short demo—no pressure, just answers.
Migration
Free Setup Service
Looking to switch platforms? Setting up something new? Our expert team will move your content, configure your brand and invite existing contacts to your membership site, for free.