Banktivity
Quicken
Buxfer
Money Manager Ex
HomeBank
YouNeedABudget
Mint
KMyMoney
Retirety
Wealthfront
Fidelity Investments
Unifimoney
Ripsaw Wealth Tools
FinTasks
Betterment
Namely
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.
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Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.
Wealthfront - Automated, low cost investment service
Buxfer - Online tools for personal finance, budgeting, and bill reminders. Split bills and IOUs with friends and roommates.
Fidelity Investments - Get real-time analysis, research, and trading tools in the palm of your hand.
Money Manager Ex - Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software.
Unifimoney - The refreshingly new way to manage your money, make your money work for you not the bank.