Employers receive access to aggregated employee reports, financial wellness tools and collecting of points. Points can be used to earn incentives such as gift cards or to fund scholarships.
Employees receive access to financial training, financial tools, financial wellness reports, financial community support and coaching, as well as collecting of points. Points can be used to earn incentives such as gift cards or to fund scholarships.
Individuals enrolling themselves receive access to financial training, financial tools, financial wellness reports, financial community support and coaching, as well as collecting of points. Points can be used to earn incentives such as gift cards or to fund scholarships.
Coaches receive access to messages from employees / individuals and can respond to messages. Coaches also receive access to financial wellness tools and invoices.
Enrollment specialists receive access to demo modules, specified URL, and invoices.
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