Financial Health Assessment
- Series of guided questions that document an employee’s household income, expenses, assets, debt and employee benefit utilization
- Financial Health Score based on four key financial metrics: cash flow, bad debt, emergency savings, and retirement preparedness
- Personalized “Game Plan” to improve financial health score
Financial Account Aggregation
- Enable your employees to see their holistic financial picture in one solution
- Pre-configured integrations with over 13,000 financial institutions
- Employees receive personalized savings and spending insights directly to their mobile device or inbox
Financial Wellness Challenges
- Keep employees engaged with ongoing financial wellness challenges to help improve financial habits
- Monthly opt-in challenges that are tracked via an employee's linked financial accounts.
- Employees can earn badges for completed challenges to qualify them for financial incentives.
- Help your employees address their biggest financial challenges: repaying student loans, providing down payment for a home and saving for their children's college.
- All incentives are designed to be earned over time to improve employee retention.
- No incentive budget? No problem. Our technology turns your 401(k) match into an incentive budget.
Employee Benefit Support
- Your company offers great employee benefits, make sure your employees take advantage of them.
- Benefit recommendations based on an employee's unique stage of life and financial situation.
- "People like me" benefit comparison.
Telephonic Coaching (optional)
- Employees have access to a Certified Financial Planner via our partner, Wela Strategies.
- Telephonic coaching session can be scheduled through the software.
- Coaches provide assistance with financial and estate planning, tax strategies and insurance needs.