Retirety
Wealthfront
Fidelity Investments
Unifimoney
Ripsaw Wealth Tools
FinTasks
Betterment
Personal Capital
Namely
BambooHR
ADP Workforce Now
Paychex Flex
Zenefits
Built for Teams
Gusto
Keka
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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Wealthfront - Automated, low cost investment service
BambooHR - Personalized HR software for SMBs
Fidelity Investments - Get real-time analysis, research, and trading tools in the palm of your hand.
ADP Workforce Now - ADP Workforce Now provides cloud-based software, expert support and predictive analytics for data-driven insights.
Unifimoney - The refreshingly new way to manage your money, make your money work for you not the bank.
Paychex Flex - Paychex Flex is a tool that reduces the complexity and risk of running your own payroll while ensuring greater accuracy with-up-to-date tax rates and regulatory information.