SmartDollar

SmartDollar

Ramsey
+
+

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About

Employees living paycheck to paycheck is hurting your business. Stop the cycle with SmartDollar, Dave Ramsey's employee financial wellness program. SmartDollar is an employee financial wellness program from Dave Ramsey. Following the 7 Baby Steps, your employees will learn how to stick to a budget, get out of debt, save for the future, and retire with confidence. SmartDollar includes engaging content and a full set of tools to help your employees make actual progress with money, not just live paycheck to paycheck. By focusing on one goal at a time, employees get quick wins and build momentum to move through the plan and make lasting changes. You’ll get a dedicated client service representative to help you roll out SmartDollar to your employees, a personalized client portal called SmartCenter to track your employees’ progress, and tailored promotional materials and contests to help you increase participation.

About

When employees are financially stressed, it's a lot harder to focus on work. SmartPath’s affordable financial wellness platform will provide your employees with the education, coaching, and tools they need to turn their stress into financial success. Studies show that employees engage in different ways. Our program is designed to be comprehensive and meet your employees where they are. Every employer gets a branded launchpad for their employees to engage with all of SmartPath's offerings. This site offers Live Chat with our coaching team for quick financial questions and superior support. Money can be stressful. And add in the impacts of the pandemic, something that was hard just got even harder. Take our quizzes to see financial options and get personalized results with clear guidance. Our human coaches are talented, trained, and dedicated to helping. We cover budgeting, getting out of debt, homeownership, aging parents, kid’s college and anything in-between.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies requiring an employee financial wellness program to help employees make progress with money

Audience

Companies looking for a financial wellness platform to provide employees with financial education, coaching, and tools

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 3.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • • Very well priced • User-friendly • Educational • Well-designed • Lays solid foundation for various financial categories • Reliable account support. I never had a single issue getting ahold of my account manager, and they would actively reach out to me to see how things were going.

Cons

  • Budgeting tool & debt snowball are both pretty basic. From a strictly debt-payoff standpoint, Undebt.it is MUCH more robust and a FANTASTIC payoff schedule resource.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ramsey
United States
www.ramseysolutions.com/corporate-wellness/smartdollar

Company Information

SmartPath
Founded: 2010
United States
www.joinsmartpath.com

Alternatives

Alternatives

Key@Work

Key@Work

KeyBank

Categories

Categories

Integrations

8am CPACharge

Integrations

8am CPACharge
Claim SmartDollar and update features and information
Claim SmartDollar and update features and information
Claim SmartPath and update features and information
Claim SmartPath and update features and information