Built For Employers
Offer a Financial Wellness Benefit Employees Actually Use
Give your workforce a branded app with budgeting, retirement, and wealth tools they can use every day. A practical benefit drives higher participation than one-off workshops, and helps employees make progress on the money issues that show up at work.
Reduce Financial Stress to Improve Retention and Productivity
Money stress shows up as distraction, absenteeism, and turnover. A self-serve wellness platform gives employees guidance and tools between HR conversations, so you can support well-being without adding more 1:1 load on your team.
Stand Out With a Branded Employee Experience
Launch a fully white-labeled portal with your logo and colors. Employees get a seamless company experience, and you reinforce that financial health is part of how you take care of your people.
Scale Support Without Scaling Your HR Team
Reach every employee with courses, calculators, and coaching workflows that run without a bigger benefits staff. Start with a pilot group or roll out company-wide with unlimited accounts as you grow.
Features
White Labeling
Brand the Platform as Your Own
Make the financial wellness platform uniquely yours with our White Labeling feature. Easily upload your company's logo and choose your brand colors to customize the appearance of the platform. By tailoring the aesthetics, you strengthen your employer brand and provide a consistent experience to employees, reinforcing your commitment to their financial well-being.
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Content Library
Ready-to-Use Financial Education Content
Give employees a library of 200+ articles and 30+ courses on budgeting, debt, investing, and retirement. Customize and extend the materials to match your benefits program without building a curriculum from scratch.
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Apps, Calculators & Decision Support Tools
Comprehensive Financial Tools for Your Employees
From budgeting aids to retirement calculators, the platform gives employees the tools they need to manage day-to-day money and longer-term goals. That practical toolkit increases engagement with your wellness benefit and helps people take action.
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Unlimited Employee Accounts
Scale Your Wellness Program Without Limits
Offer access to every employee as you grow. Support unlimited accounts so you can start with a department, expand company-wide, and keep the same program as headcount changes.
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Marketing
Drive Participation From the Channels Employees Already Use
Embed lead magnets and widgets into your intranet or benefits portal so employees discover the program where they already work. Better placement means higher participation without a separate marketing campaign.
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