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.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Wealthfront - Automated, low cost investment service
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Fidelity Investments - Get real-time analysis, research, and trading tools in the palm of your hand.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
Ripsaw Wealth Tools - Flexible Tools for DIY Wealth Management .