Make your platform
indispensable

BrightPlan extends your HCM experience beyond payroll and performance empowering every employee to manage their total financial life inside your ecosystem.

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Empowering and achieving results together with:

Detailed Value Proposition:

HR tech is crowded. The difference between “one more feature” and true value lies in outcomes employees feel and employers can measure. BrightPlan integrates directly into your HCM or HR tech stack to provide personalized financial guidance, planning tools, and access to real human advisors—all within your platform’s flow of work.

What you gain:

Embedded financial wellness that drives daily engagement
Deeper stickiness and renewal rates among enterprise clients
White-labeled or co-branded delivery options
Data analytics and insights that enhance your product roadmap

BrightPlan turns your technology into an experience employees can’t live without.

Increase Engagement

Embedded financial wellness keeps employees in your ecosystem longer and boosts daily usage.

Monetize Features

Position financial wellness as a premium, revenue-generating enhancement to your platform.

Drive Retention

BrightPlan strengthens platform stickiness, upsells, and renewals across enterprise clients

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