Companies frequently offer wellness tools and benefits, thinking that it solves the challenges employees face. However, employees are often confused on what to use, when to use, or how to combine these offerings into a plan that achieves their personal goals.
The right solution is a comprehensive approach under a single tool that helps your employees feel secure, stress-free, and well positioned for their futures.
Our streamlined cloud-based planning process guides employees, at any age, through a personalized journey. We align important elements of the employees’ lifestyle, health, and finances to create a clear and actionable plan for their successful future.
Peerstreet - Finances real estate through a form of crowdfunding.
Wealthfront - Automated, low cost investment service
RealtyShares - Real Estate Investing in 20 Minutes
FinTasks - With FinTasks, you can automate Etrade stock buying, diversification, and more. Sign up today for a free 7-day trial of FinTasks.
Cash Flow Portal - Real-estate syndication software that accelerates capital raising. We make it easy for GPs to raise money, streamline operations, and reach investors to win more deals than ever before.
Vanguard - Long-term investing is now even easier.