A Global Employee
Experience

BrightPlan brings an employee’s financial life and employer benefits together in one place, accessible through an elegant mobile and web experience. Whether employees are in California, Bangalore, London, or Singapore, the platform adapts to local language, currency, cultural expectations, and country norms. It delivers a personalized mobile-first experience to support each employee’s progress and financial success.

Get a Demo

Powering the world’s best companies

Personalization That Meets Every
Employee Where They Are

Every financial journey is different, which is why BrightPlan is designed to feel uniquely personal to each employee. From the moment someone activates their account, the platform tailors the experience to their needs, goals, and priorities. No two journeys look the same, and that’s by design: BrightPlan personalizes at scale, so each employee feels seen, supported, and empowered.

BrightPlan's Enterprise Solution

Intelligent, Always-On Guidance

BrightPlan’s AI Coach offers real-time, fiduciary-level guidance in the employee’s preferred language. The AI Coach understands each employee’s financial picture as well as the benefits their employer provides, offering contextual responses that help them take meaningful action right away.

When employees prefer human support, fiduciary advisors (meaning act only in the employees best interest) are available with local expertise all able to be easily scheduled within BrightPlan. Together, the AI Coach and financial advisors deliver unparalleled flexibility, meeting employees in the way that works best for them.

Strengthen Financial Confidence and Literacy

Financial education should feel practical, timely, and relevant, but not overwhelming. BrightPlan’s Academy delivers a wide range of localized, translated education designed for every financial level and learning style. Short lessons, deep explorations, and guided paths help employees learn in ways that fit their lives.

As employees ask questions, receive guidance, or set goals, the platform recommends content that aligns with their needs. Education becomes more than information, it becomes a meaningful part of the employee’s progress, helping them build confidence and apply learning directly within the platform to their long term financial success

Measurable Impact for
Employees and Employers

BrightPlan doesn’t just support individual progress; it strengthens organizational resilience. As employees take action, set goals, and engage more deeply with their benefits, leaders gain a clearer view of workforce financial well-being. This visibility helps organizations anticipate needs, support employees more effectively, and maximize the return on their benefits investment without adding complexity to existing systems.

For employers, integration shouldn’t be a burden. BrightPlan is intentionally designed to complement your existing technology and benefit ecosystem, not disrupt it. The platform fits naturally into your current workflows, giving your team a seamless experience while delivering a transformative one for your employees.

Across global workforces, organizations see meaningful outcomes: higher engagement, increased productivity, reduced turnover, improved retirement readiness, and stronger overall resilience. Employees consistently report lower stress, increased clarity, and deeper engagement with employer programs. BrightPlan’s global user satisfaction, reflected in a 95 Net Promoter Score, underscores the tangible difference the platform makes in people’s lives.

Security and Compliance
You Can Trust

At BrightPlan, privacy and security are foundational, not optional. We exceed standard regulatory requirements and apply advanced protections to safeguard employee data at every step. Our practices align with the same rigorous standards outlined in our Privacy Policy, ensuring that information remains confidential, protected, and handled with care. Your employees’ data stays private and secure. Full stop.

Explore security & compliance

Request a Demo

"*" indicates required fields

First Name*

Last Name*

Email*

Company Name*

Job Title*

Phone Number*

Number of Employees*

This field is hidden when viewing the form

Source URL

Acknowledge:

You agree that we may process your data to respond to your inquiry and send relevant communications, and you agree to our Privacy Notice

We will use your information to respond to your request and communicate with you. You can withdraw your consent at any time. Learn more in our Privacy Notice .