Built For Non-Profits
Amplify Your Mission with Financial Education
Provide your community with essential financial wellness tools that align with your organization's mission. By offering budgeting resources, financial education, and personalized guidance, you strengthen your impact and demonstrate your commitment to the communities you serve, enhancing both member outcomes and organizational value.Engage and Retain Community Members
Build stronger relationships with your community by offering valuable financial wellness resources. Our platform helps you engage members through self-paced learning and practical tools, creating lasting connections that support your organization's long-term goals and member satisfaction.Deliver Branded Financial Wellness Solutions
Strengthen your brand presence with a fully customized financial wellness portal. White-label the platform with your organization's logo and colors to create a seamless experience that reinforces your mission and builds trust with your community members.Scale Your Impact Without Scaling Your Team
Reach more community members with comprehensive financial education without increasing your staff workload. Our self-serve platform provides tools, courses, and resources that empower members to take control of their finances, allowing you to maximize your impact while maintaining operational efficiency.Features
White Labeling
Brand the Platform as Your Own
Make the financial wellness platform uniquely yours with our White Labeling feature. Easily upload your organization's logo and choose your brand colors to customize the appearance of the platform. By tailoring the aesthetics, you strengthen your brand identity and provide a consistent brand experience to your community members, reinforcing your non-profit's commitment to their financial well-being.
Content Library
Ready-to-Use Financial Education Content
Enhance your community education offering with our expansive library, featuring over 200+ articles and more than 30+ expertly designed courses on key financial topics. Developed by financial education professionals, these resources cover everything from budgeting to investing. With our user-friendly article and course creators, you can effortlessly customize and extend these materials to your community, providing tailored financial education and boosting your value proposition, all without the extra burden of content creation.
Apps, Calculators & Decision Support Tools
Comprehensive Financial Tools for Your Community
Enhance your community members' financial literacy and independence with our extensive range of tools. From budgeting aids to investment calculators, our platform is equipped with everything your members need to manage their finances effectively. This comprehensive toolkit empowers members to take an active role in their financial wellness, increasing their engagement and satisfaction with your organization.
Marketing
Seamless Integration for Optimal Community Engagement
Ensure smooth community interaction with our easily embeddable Lead Magnets. You can seamlessly integrate them into your organization's website, offering visitors compelling content that highlights the value of your financial wellness services. This not only enhances the user experience on your website but also helps to turn casual website visitors into engaged community members.
Unlimited Member Accounts
Scale Your Impact Without Limits
Provide financial wellness tools to all your community members without limits. Our platform supports unlimited member accounts, allowing you to scale your financial wellness program as your organization grows. Offer members flexible access through free trials and paid plans, ensuring every community member can benefit from your financial wellness resources.
