Retirety
Fidelity Investments
Wealthfront
Namely
Vanguard
Unifimoney
FinTasks
Betterment
Vim Python IDE
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 employeesโ lifestyle, health, and finances to create a clear and actionable plan for their successful future.
Retirety
Vim Python IDEFidelity Investments - Get real-time analysis, research, and trading tools in the palm of your hand.
Wealthfront - Automated, low cost investment service
Namely - Namely is the end-to-end HR, payroll, and benefits platform for growing companies.
Vanguard - Long-term investing is now even easier.
Unifimoney - The refreshingly new way to manage your money, make your money work for you not the bank.
FinTasks - With FinTasks, you can automate Etrade stock buying, diversification, and more. Sign up today for a free 7-day trial of FinTasks.