We prioritize security in everything we do.
At BrightPlan, we earn the trust of our customers, employees, and partners through security, privacy, compliance, transparency, and performance.
Expertise you can trust.
We are committed to staying at the forefront of data security, ensuring that all financial data remains safe and secure. We maintain multiple certifications, as well as NIST-CSF and GDPR compliance.
- BrightPlan complies with SEC regulations for data handling. Your company’s data and your employees’ data is protected and secure, and we adhere to all SEC rules and regulations.
- We are the first digital advisor certified by the Centre for Fiduciary Excellence (CEFEX). We have designed the Coach to provide guidance that is fully aligned with your employees' best interest.
- BrightPlan undergoes a rigorous outside audit as part of our SOC-2 and ISO certification process. We voluntarily maintain these certifications as part of our commitment to security for our valued customers.
BrightPlan maintains confidentiality in everything we do.
Within the Financial Wellness AI Coach, your employees' linked data is kept private and will never be sold or used for marketing purposes.
Our anonymous, aggregated reports for your HR team maintain robust security standards while providing important insights into your employees' needs. Individual's specific information will never be shared.
These insights, combined with the education and guidance in the Financial Wellness Coach, enable tailored financial wellness support that addresses your employees' concerns, with the peace of mind that their data will remain private.
Tell me more about the Coach
BrightPlan’s patented Financial Wellness Coach provides financial guidance no matter where you live in the world and which language you speak. It is fiduciary in nature and provides real-time financial guidance, available 24/7, and leverages proprietary AI to provide responses. This technology is based on nearly 10 years of regulated and certified content, as well as visibility provided by employees into their financial situations and goals. If there is a preference or need to connect with an in-country advisor based on the question or request, the Coach will help the employee coordinate an appointment. As part of our commitment to security for our valued customers, BrightPlan voluntarily maintains the rigorous SOC-2 and ISO certifications, which are based on an outside audit.
We partner with leaders in financial safety.
As part of our commitment to our clients, including several Fortune 500 companies and other enterprise-level organizations, we maintain incredibly high security standards and demonstrate this through our extensive certifications process.
We regularly receive and complete requests for security reviews from our enterprise customers. As we work with companies that are choosing BrightPlan to offer financial wellness, we often get rigorous audits from employers before launching this new employee benefit to their organizations.
The BrightPlan Promise
We know trust from you and your employees is required for BrightPlan to be fully adopted and utilized. We will always take the time to address any questions you may have regarding security to ensure it is not a barrier to your success.
Any information a person enters is used for the sole purpose of training the Coach to better understand the user’s financial situation. BrightPlan never sells this information or uses it for marketing purposes.
