Features & Benefits
Holistic Financial Wellness Experience
Financial Education, Healthy Habit Formation, Stress Management. Give your members the tools they need to progress through their financial lives
Calls-To-Action
Connect members to your products and services upon completion of educational modules
Custom Portal Design
Configured and branded to your specification. Full white label service available.
Fresh Content
New videos, articles, infographics, courses, tools and assessments added regularly. We can import your existing content and resources you may want us to feature.
Full Credit Score and Report
Members can track their score over time via Equifax, and receive tailored recommendations and activities based on their score
Live Coaching
Connect members to our live coaches, or we can connect them to a scheduling tool to book time with your team
Real Time Reporting
We run the latest version of Google Analytics – learn about your member’s financial needs, track engagement, segment reporting by business groups
Full Marketing Support
Our Marketing suite has all the resources you need to promote engagement with the portal, and our Client Success Team will actively support you every step of the way
In-Person Workshops
Available library of workshops compliment the portal and encourages engagement and registration during the sessions – perfect for community events, school partnerships and SEG’s