Our Technology

Everything needed to increase guide your clients savings plan day by day, month by month, year by year.
  • Leverage 50+ years of savings data
  • Intelligent AI to automate repeatable tasks so you can focus on building relationships
  • Custom integrations and under-the-hood ML models
  • Bank-level encryption and security
  • Web and mobile optimized for ease of use

Interested in learning more?

Wholistic savings

Offer a savings plan to your employees that covers parental leave, unemployment, and short-term disability.

A-team effort

Maximize your employees contributions with pre-tax deductions and a company match, like a 401k. All contributions are tax-deferred.

Advisory Services

Help your team find their next employer with tailored outplacement services. We work with the best recruiting firms in the business.

Integrate with payroll and PEO's

Pull data from your existing payroll system and PEO's with the click of a button. Keep your data in one place.

Intelligent Assistant

Tired of one-size-fits-all financial advice? Us too! The advice you receive is  tailor-fit to your clients lifestyle, goals, and needs.
Financial wellness is more than just your 401(k). Pull in your checking and saving balances, investments, and real estate to see everything in one place.

The full picture

Fully integrated

Centralize data across payroll providers, custom integrations, existing software platforms and more.

Make your work...flow

From document sharing and signature workflows to onboarding, participation goals and education - it's all built in.