Get a Demo

Drive Results with BrightPlan's Financial Wellness Solution 

Elevate benefits, reduce stress, and drive employee engagement.

BrightPlan provides a comprehensive financial wellness platform designed to help your clients boost employee engagement, productivity, and retention. By offering employees the tools they need, BrightPlan transforms financial wellness into a measurable, high-impact benefit. 

All-in-One Global Financial Wellness Platform

A comprehensive financial wellness platform with seamless integration, providing real-time financial guidance and driving engagement, satisfaction, and benefit participation.

Comprehensive
Support

A scalable global platform supporting retirement planning, debt management, budgeting, with personalized AI and CFP® coaching

Seamless Integration
and Insights

Provide data-driven insights into employee financial wellness, seamlessly integrating with HR systems to optimize benefits.

Increased Employee Engagement and Satisfaction

Reduce financial stress, boost employee engagement and benefit enrollment while maximizing businesses' investment in HSAs and 401(k)s.

Offer your clients a truly global solution.

Access to BrightPlan is available to every employee–no matter where they are located.

Give them benefits that drive engagement.

Elevate your client’s financial wellness with BrightPlan’s premium financial benefits - designed to meet their employees’ diverse needs:

24/7 Support
Get immediate answers with the in-app financial wellness coach.
Personalized Financial Planning
Tailored financial advice and planning for the unique needs of each workforce.
Comprehensive Financial Education
A library of resources to educate your client’s employees on their financial wellness.
Investment Management
Expertly managed investment portfolios to help employees achieve their long term financial goals.

Empowering Your Organization

Give your people, your leaders and your business a comprehensive financial wellness solution.

Do you have the tools you need to support holistic employers?

BrightPlan provides a comprehensive, top-tier financial benefits platform with the tools and resources to drive your clients’ employee engagement and retention. Our financial benefits solution delivers immediate, measurable benefits for your clients with a seamless integration process.

Experience BrightPlan