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The gold standard in Financial Wellness

A personal finance hub for your employees

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

Education that drives Financial Wellness

Addressing todays' financial literacy gap

  • Personalized to each employee’s goals and stage in life
  • Tailored to your company benefits
  • Individualized planning and advice, delivered at scale

Watch a sample video

Goals-based planning for life

Help employees achieve their financial goals

  • Pay off debt
  • Save for emergencies
  • Plan for retirement
  • Buy a home
  • Education
  • Travel

Investment Advice

A personalized plan drives a personalized investment strategy

  • A specific investment strategy for each goal
  • Portfolio analysis and advice on all investments
  • Drive adoption of 401(k), HSA, and stock plans
  • Automate investing with a BrightPlan Investment Account

Track Progress

Give employees a view of their financial health

  • Regular progress reports on each goal
  • View accounts across multiple financial institutions
  • Net worth, cash flow, and transaction tracking

Insightful Analysis

Spending and investment insights to improve financial decision making

  • Spend smarter with monthly trends
  • Create and manage a budget
  • Check investment fees across all accounts

Take the pulse of your employee’s financial wellness

Providing objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.

Ready to help your employees become financially well?

Schedule a demo