Get a Demo

Total Financial Wellness at Your Fingertips

A personalized hub for every employee

Personalize Your Guidance with the AI Coach

The patented BrightPlan Financial Wellness Coach now provides real-time 24/7 personalized guidance to employees, accessible in their pocket, fully supporting where they live. Help your employees bring their best and most productive selves to work, building engagement and supporting a best-in-class workplace culture.

  1. Built to deliver personalization at scale: The AI Coach empowers employees around the world–no matter what language they speak–with immediate personalized and localized financial guidance for their unique financial situation and goals.
  2. Maximize benefit adoption and usage: The AI Coach plays a critical role in personalizing your overall benefit strategy by creating one integrated place for accessing all of your company benefits information. In response to relevant employee questions, the AI Coach drives more visibility and benefits adoption.
  3. Streamline HR processes by reducing workload: Since the AI Coach can provide company benefit information and relevant links in real time to employees, it can reduce the number of inbound benefits-related and financial assistance questions your HR team receives and improve the employee experience.
  4. Leverage proprietary expert content for peace of mind: The AI Coach is powered by nearly a decade of expert guidance, all while being up-to-date on local and national regulations. With the AI Coach, employees get unbiased financial guidance that is 100% in their best interest, focusing solely on their financial success.

Learn

  • BrightPlan Academy offers a wealth of educational resources to build deep insight
  • Live and on-demand sessions deliver relatable and engaging content
  • Customized and personalized content for your company and employees

Plan

  1. BrightPlan Financial Wellness Coach™ delivers a personalized roadmap for every employee
  2. BrightPlan Total Rewards Statement helps you attract, retain, and motivate your people by showing them how invested you are in their success
  3. Goals-based planning breaks a lifetime of financial planning into attainable milestones
  4. Insurance and estate planning guidance protects assets, gives peace of mind, and brings security to life’s uncertainties

Invest

  • Academically rigorous investment analysis across all your investment accounts
  • Goals-based investment advice based on personal risk tolerance and goal parameters
  • Trusted 401K investment advice tailored to your company and risk tolerance

Manage

  1. Financial Wellness Coach guides employees to plan and achieve their financial goals while providing ongoing advice
  2. Personal balance sheets summarize each employee’s net worth
  3. Spending analysis and Smart Budget keep employees on track
  4. Equity Compensation Planner enables employees to manage their employer-provided equity

Fiduciary Excellence

BrightPlan is a Registered Investment Advisor and legally required to act in our clients’ best interests – our certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards.

Learn More

Are you ready to help your employees achieve
Total Financial Wellness?

Request a Demo