Join us for a 30-minute show and tell on BrightPlan’s Total Financial Wellness solution. BrightPlan is a comprehensive solution built to lead all employees to financial success on their own terms at every stage of life. In the interactive demo, you will experience the BrightPlan app live and see key capabilities in action including:
– Learn- financial education customized for your company and employees
– Plan- digital financial planning with unlimited financial advisor access
– Invest- investment advice and automated investing to build wealth over time
– Manage- track and manage your finances with Spending Analysis and Smart Budget