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.

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.

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