Drive Results with BrightPlan’s Financial Wellness Solution

BrightPlan partners with leading organizations across wellness, HR technology, and benefits to deliver measurable impact for employers and employees while accelerating partner growth.

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Empowering and achieving results together with:

All-in-One Global Financial Wellness Platform

A comprehensive financial wellness platform with scalable integration, personalized guidance, and measurable outcomes for employers and partners alike.

BrightPlan's Solution

Offer your customers a
truly global solution

BrightPlan enables partners to deliver consistent, personalized financial guidance to every employee regardless of location, role, or life stage. Our platform scales globally while maintaining a high-touch, human-centered experience.

By integrating BrightPlan into your offering, you extend your impact beyond traditional benefits or tools. Partners gain a unified solution that supports diverse, distributed workforces while simplifying delivery, adoption, and long-term value for employers.

Employee Wellness Solutions

Reduce stress, increase engagement, and deliver measurable ROI. Stand out with proactive support that prevents crises and strengthens long-term retention.

HCM / HR Technology Providers

Increase engagement, drive adoption, and strengthen platform stickiness. Deliver measurable outcomes that boost client retention while fueling ARR growth and differentiation.

Employee Benefits Consultants / Brokers

Stand out with a turnkey financial wellbeing solution that grows credibility, deepens client loyalty, and drives sustainable revenue.

Give them benefits that
drive engagement

Empower your customers with financial benefits that improve employee confidence, reduce stress, and deliver measurable business impact - all in one seamless experience.

24/7 Support

On-demand access to in-app financial wellness coaches who provide guidance whenever employees need it.

Personalized Financial Planning

Tailored financial advice and planning aligned to the unique needs, goals, and life stages of every workforce.

Comprehensive Financial Education

A robust library of trusted resources that help employees build financial knowledge and make informed decisions.

Investment Management

Professionally managed investment portfolios designed to help employees grow and protect their long-term financial future.

Ready to deliver more value to your clients?

Partner with BrightPlan to bring measurable financial wellness outcomes to the employers and employees you serve.

Experience BrightPlan

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