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A comprehensive financial wellness platform

The employee benefit to power your company's growth

Schedule a demo

Compete successfully in today's full-employment economy

  • 46% of employees say that financial challenges cause the most stress in their lives.

    source

    PWC Special Report – Financial Stress and the Bottom Line

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  • Financially stressed employees are less productive, leave the company for higher compensation, experience health issues and are less engaged.

    source

    Financial Fitness Group - Human Resources Magazine

    2
  • Employees increasingly look to their employers to help them achieve financial security and wellness.

    source

    Prudential report on Financial Wellness

    3
  • See the research

Increase profitability

95% of employers agree, financial wellness has been effective in reaching their bottom line

source

Bank of America Merrill Lynch - 2018 Workplace Benefits Report

4


  • Greater employee engagement / lower stress

  • Less employee turnover

  • Improvement in employee productivity / performance

  • Potentially lower health care costs for the company

By investing in employees’ financial wellness, employers see an average of $3 return on investment for every dollar spent

source

Consumer Financial Protection Bureau - Financial Wellness at Work Report

5

The BrightPlan financial wellness solution

Comprehensive, personalized, actionable, and measurable

  • Personalized financial coaching designed to help each employee improve their financial well-being
  • Goals-based planning for all life goals, like home purchase, education, retirement or debt reduction
  • Investment insights to improve financial decision making
  • Goal tracking, spending analysis and budgeting tools
  • Financial education tailored to your company benefits
  • Discover the platform
Certified Financial Planning

The first digital advisor certified for fiduciary excellence

The BrightPlan difference

  • Trusted financial advice, independent and objective
  • Legally required to act in the employees' best interests
  • Not compensated for selling products
  • Annual audits by the Centre for Fiduciary Excellence

cefex