Get A Demo - BrightPlan

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Empowering and achieving results together with:

Here's What We'll Cover:

An overview of BrightPlan's platform and how it works
Key capabilities tailored to your organization
How BrightPlan helps your people thrive and reduces HR workload
A walkthrough of your areas of interest

What Our Customers Are Saying

Discover how BrightPlan has transformed the financial journey for employees worldwide.

I love the ability to bring in my various accounts and see a holistic view of my financial standing. This allows me to set meaningful goals… I recently experienced a major life change and with the BrightPlan webinars and app, I have been able to assess my new situation.

Verified User Information Technology & Services, Enterprise (1000+ employees)

Holistic wellness means meeting people where they are and supporting their well-being—physically, mentally and financially. BrightPlan took our financial wellness offering to the next level and helped us empower our associates to bring their best selves to work.

Lindsay Madaras Senior Manager, Associate Well-Being, Bread Financial

BrightPlan’s platform provides employees with access to educational resources and personalized financial guidance. It allows employees to set financial goals and track their progress over time—supporting budgeting, retirement planning, and debt management.

Brandon Hall Group Research & Advisory

These testimonials are from current customers about their experiences working with BrightPlan. These customers were not provided any compensation in exchange for their review, and the customers gave expressed consent for their review to be used in educational, marketing, and promotional materials.

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