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The financial wellness benefit that wins you more business

Offer your clients a turnkey solution that reduces their costs, attracts talent, and requires zero admin work. We handle everything—you get the credit.

Start now

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Your clients need a solution that actually moves the needle. Financial wellness isn't a "nice-to-have" anymore. It's a retention and recruitment tool.

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0

%

of employees prioritize employers offering financial wellness benefits

0

%

of employees prioritize employers offering financial wellness benefits

0

X

reduction in turnover risk with comprehensive financial wellness

0

X

reduction in turnover risk with comprehensive financial wellness

$

0

costs to employers per employee annually in lost productivity due to financial stress

$

0

costs to employers per employee annually in lost productivity due to financial stress

0

%

fewer employees struggling with mental health issues when financial wellness is provided

0

%

fewer employees struggling with mental health issues when financial wellness is provided

Your clients are asking. We make it easy to deliver.

Differentiate your practice

Offer a modern benefit that tackles employees' #1 concern: financial stress

Stand out while competitors pitch the same old playbook

Solve real problems with measurable outcomes

Win more competitive RFPs with innovative solutions

Get in touch

Differentiate your practice

Offer a modern benefit that tackles employees' #1 concern: financial stress

Stand out while competitors pitch the same old playbook

Solve real problems with measurable outcomes

Win more competitive RFPs with innovative solutions

Get in touch

Differentiate your practice

Offer a modern benefit that tackles employees' #1 concern: financial stress

Stand out while competitors pitch the same old playbook

Solve real problems with measurable outcomes

Win more competitive RFPs with innovative solutions

Get in touch

Effortless implementation

Zero complex IT requirements or integrations

We onboard employees directly via email, SMS, and chat

Your client just says yes and we handle the rest

Launch in 3 weeks, not 3 months

Get in touch

Effortless implementation

Zero complex IT requirements or integrations

We onboard employees directly via email, SMS, and chat

Your client just says yes and we handle the rest

Launch in 3 weeks, not 3 months

Get in touch

Effortless implementation

Zero complex IT requirements or integrations

We onboard employees directly via email, SMS, and chat

Your client just says yes and we handle the rest

Launch in 3 weeks, not 3 months

Get in touch

two people shaking hands over a piece of paper

Sticky client relationships

High-engagement benefits create stickier client relationships

Strong adoption rates lead to easier renewals

Employees actually use it, so clients see real ROI

Turn one-time sales into long-term partnerships

Get in touch

two people shaking hands over a piece of paper

Sticky client relationships

High-engagement benefits create stickier client relationships

Strong adoption rates lead to easier renewals

Employees actually use it, so clients see real ROI

Turn one-time sales into long-term partnerships

Get in touch

two people shaking hands over a piece of paper

Sticky client relationships

High-engagement benefits create stickier client relationships

Strong adoption rates lead to easier renewals

Employees actually use it, so clients see real ROI

Turn one-time sales into long-term partnerships

Get in touch

Real adoption. Real results. Real ROI.

What this means for brokers like you

When employees actually use a benefit, your clients see measurable impact on retention, productivity, and satisfaction scores. That's the renewal conversation you want to have.

0
%

100% adoption in SaaS/Tech (under 100 employees)

0
%

adoption in Financial Services (100-500 employees)

0
+

financial accounts linked in 90 day sample size of current employer subsidized members

0
+

Budgets and Debt Paydown plans have been built in the last 90 days

Three powerful tools, one platform

Folio

Employees connect all their financial accounts in one dashboard to see their complete financial picture. They can build budgets, create debt paydown plans, calculate retirement scenarios, and track spending by category.

Why brokers love it: Employees see immediate value, driving fast adoption.

Mentor

CFP®, CFEI®, CRPC®, and CFA® credentialed experts provide personalized 20 or 50-minute sessions virtually or in-person. With 300+ educational resources and availability for group webinars at client sites, employees get real answers from real people.

Finley

This AI chatbot provides instant answers to benefits questions and learns from Mentor interactions. Upload your client's SPD for company-specific guidance that reduces repetitive HR inquiries.

Folio

Employees connect all their financial accounts in one dashboard to see their complete financial picture. They can build budgets, create debt paydown plans, calculate retirement scenarios, and track spending by category.

Why brokers love it: Employees see immediate value, driving fast adoption.

Mentor

CFP®, CFEI®, CRPC®, and CFA® credentialed experts provide personalized 20 or 50-minute sessions virtually or in-person. With 300+ educational resources and availability for group webinars at client sites, employees get real answers from real people.

Finley

This AI chatbot provides instant answers to benefits questions and learns from Mentor interactions. Upload your client's SPD for company-specific guidance that reduces repetitive HR inquiries.

Folio

Employees connect all their financial accounts in one dashboard to see their complete financial picture. They can build budgets, create debt paydown plans, calculate retirement scenarios, and track spending by category.

Mentor

CFP®, CFEI®, CRPC®, and CFA® credentialed experts provide personalized 20 or 50-minute sessions virtually or in-person. With 300+ educational resources and availability for group webinars at client sites, employees get real answers from real people.

Finley

This AI chatbot provides instant answers to benefits questions and learns from Mentor interactions. Upload your client's SPD for company-specific guidance that reduces repetitive HR inquiries.