Empowering and achieving results together with:
All-in-One Global Financial Wellness Platform
A comprehensive financial wellness platform with seamless integration, providing real-time financial guidance and driving engagement, satisfaction, and benefit participation.
Offer your clients a truly global solution.
Comprehensive Support
A scalable global platform supporting retirement planning, debt management, budgeting, with personalized AI and CFP® coaching
Seamless Integration
and Insights
Provide data-driven insights into employee financial wellness, seamlessly integrating with HR systems to optimize benefits.
Increased Employee Engagement and Satisfaction
Reduce financial stress, boost employee engagement and benefit enrollment while maximizing businesses' investment in HSAs and 401(k)s.
Give them benefits that drive engagement.
Elevate your client’s financial wellness with BrightPlan’s premium financial benefits - designed to meet their employees’ diverse needs:
24/7 Support
Get immediate answers with the in-app financial wellness coach.
Personalized Financial Planning
Tailored financial advice and planning for the unique needs of each workforce.
Comprehensive Financial Education
A library of resources to educate your client’s employees on their financial wellness.
Investment Management
Expertly managed investment portfolios to help employees achieve their long term financial goals.
Do you have the tools you need to support holistic employers?
BrightPlan provides a comprehensive, top-tier financial benefits platform with the tools and resources to drive your clients’ employee engagement and retention. Our financial benefits solution delivers immediate, measurable benefits for your clients with a seamless integration process.
Request a Demo
Explore Our Latest Insights
Helpful panels, worksheets, and research—curated for HR & Finance leaders.
Actionable thought leadership for HR & benefits professionals
In-depth strategies for building a resilient workforce
Expert insights into financial wellness trends
