Monarch Money
Monarch Money is a modern personal finance app that simplifies managing your money by connecting all your accounts into one clear dashboard. It helps users track spending, create flexible budgets, plan financial goals, and monitor net worth effortlessly. The platform allows collaboration with partners or financial advisors at no extra cost, making joint money management easy and transparent. Monarch automatically categorizes transactions and detects recurring subscriptions to help control spending. It offers customizable charts and reports to visualize financial trends and progress toward goals. Available on web, iOS, and Android, Monarch keeps your finances synced and accessible anytime, anywhere.
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LearnLux
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.
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BenefitEd
Help your employees reach their financial goals while increasing workplace engagement. BenefitEd will create a program built to fit your needs. Fill open positions faster; increase retention. Differentiate your benefits offering, improve employee morale and engagement, become an employer of choice, and measure the impact of your program and demonstrate a true return on investment. Allow employees to use company match funds for student loan repayment. Make regular contributions to employee student loans with a program that is easy to manage. Help employees prepare for the future by supplementing their 529 college savings plans. BenefitEd acts as a third-party administrator to support your company's tuition reimbursement program, freeing up more time for employees to spend elsewhere. With BenefitEd, you can recoup program costs and even generate a positive ROI by keeping your employees happy.
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Mariner Financial Wellness
Mariner Financial Wellness offers a comprehensive platform focused on reducing employee financial stress through personalized education, budgeting tools, goal tracking, and one-on-one financial coaching. Designed to serve employees across industries and income levels, it helps improve financial confidence and productivity by addressing challenges such as debt and paycheck-to-paycheck living. Employers benefit from detailed reporting dashboards that track improvements in employees’ financial health and the impact of the program on productivity and retention. The platform provides an easy setup process with two plan options tailored to business needs, plus clear, affordable pricing. Mariner Financial Wellness emphasizes privacy and security, never sharing employee data and maintaining transparent practices. With testimonials from satisfied clients, the platform has proven effective in enhancing employee well-being and supporting company goals.
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