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Digital financial planning your clients will love. 

Onboard, engage, and manage your clients with ease using our co-branded financial planning platform.

Digital financial planning

One easy platform. Several effective tools.

Get equipped with the right features and tools to provide your clients with an experience they deserve.

Financial planning process

Custom plans and report cards

Give your clients a personal financial plan and report card that gives them insight and direction into their financial future.

Personalized recommendations and next steps

Personalized recommendations

Your clients will receive prescribed next steps and personalized recommendations to make significant financial improvements.

Increased productivity

Digital onboarding

Easily onboard new clients in minutes with a financial survey that collects important data and information used to build accurate plans.

Financial Literacy Quiz and Interactive Financial Tools

Literacy tools and resources

Empower clients to improve their financial literacy by equipping them with effective tools such as quizzes, calculators, and surveys.

Connect account

Connected accounts

By connecting checking, savings, credit accounts, and more, both you and your clients will get access to real-time, accurate information.

Better relationships

Financial wellness for employers

Win new business or enter new markets by providing financial wellness services through the Savology platform to employers of all shapes and sizes.

The financial planning platform built for you and your clients. 

HERE’S HOW IT WORKS:
Reach your financial goals with Savology
HERE’S HOW IT WORKS:

Set and reach goals

Your employees will be able to make important and personal financial decisions with confidence. By knowing exactly what they need to be doing next, your employees will be well on their way to reaching their financial goals.

Financial planning in 5 minutes

Track financial progress

Employees can measure their financial progress with access to a holistic report card that grades their financial life across 10+ categories. They’ll also be able to compare their financial progress to their peers and use national benchmarks to see how well they are doing in specific areas of their plan.

Improve your financial wellness with Savology
Financial planning in 5 minutes
Reach your financial goals and track your progress with Savology

Improve financial wellness

Employees will be able to use ongoing financial planning and financial literacy resources. This combination reduces stress, decreases turnover, and improves financial wellness over time.

It makes everything easier.

Savology has made onboarding new clients quick and easy by collecting important information through a digital experience. One of my favorite parts is that it has allowed me to continue growing my business by being able to offer services to clients that I otherwise wouldn’t have been able to commit to.

It makes everything easier.

Savology has made onboarding new clients quick and easy by collecting important information through a digital experience. One of my favorite parts is that it has allowed me to continue growing my business by being able to offer services to clients that I otherwise wouldn’t have been able to make a proper commitment to. Overall, Savology just makes everything easier for me which means that I can focus on providing a better experience for my clients.

Affordable for you. Free for your employees. 

Financial planning has never been this affordable. Explore our different pricing options below:

Website - Partner - Savology for Employers - Pricing free

Plan Features

  • Comprehensive financial plans
  • Personalized recommendations
  • Ongoing financial education
  • Employer Admin portal access
  • Aggregate employee metrics
  • Co-branded platform
Savology for Employers - Plus

Plan Features

  • Comprehensive financial plans
  • Personalized recommendations
  • Ongoing financial education
  • Employer admin portal access
  • Aggregate employee metrics
  • Co-branded platform
  • Custom employer activities
  • $7/month per user

Premium Features

  • Connected accounts for live updates
  • Share account with spouse or partner
  • Add employer benefits and resources
  • Advanced gamification and rewards
  • Chat with financial coaches
  • Full report card unlock
Savology for Employers - Pro

Plan Features

  • Comprehensive financial plans
  • Personalized recommendations
  • Ongoing financial education
  • Employer admin portal access
  • Aggregate employee metrics
  • Co-branded platform
  • Custom employer activities
  • Dedicated employer account manager
  • $15/month per user

Premium Features

  • Connected accounts for live updates
  • Share account with spouse or partner
  • Add employer benefits and resources
  • Advanced gamification and rewards
  • Chat with financial coaches
  • Full report card unlock
  • 1-on-1 calls with financial professionals
  • Onboarding phone support
  • Live personal finance webinars
  • Free estate planning document

Ready to help more clients? 

If you are interested in learning more about how Savology can help you grow your business and help your clients, fill out the form here and someone from our team will be in touch to set up a demo.

Frequently asked questions (FAQs)

Savology’s platform gives employers a way to provide their employees with a digital financial wellness and planning technology that effectively helps every-day American workers improve their financial wellbeing.

Financial wellness refers to an individual’s overall financial health, which for us means managing financial-related stress and having control financial situations in the short term and long term.

Financial wellness as a benefit refers to an employer providing programs and resources to employees to help them improve their overall financial security.

Savology is for employers looking to make a positive difference and impact to their employees’ financial lives. The reality is that financial-related stress affects every aspect of life, but is especially harmful to work satisfaction and performance. Savology’s tailored solution can help reduce employee financial stress and improve overall productivity.

Savology focuses on holistic financial planning for financial wellness, not just literacy or investment management. Savology combines financial literacy, actionable recommendations, and ongoing professional support in manner that is accessible and personalized to each one of your employees. In just minutes, employees get a financial plan, holistic report card, personalized action items, financial planning modules, and much more.

Most employers are able to provide their employees with our customized financial wellness platform in 2 weeks or less. Our onboarding process requires very little effort upfront – you provide some basic company and employee data, work with our Success team to determine a game plan for rollout and communications, and then leave it up to our team to do the rest and get things started.

We currently offer three different service tiers to accomodate to each employer’s needs, budgets, and employee financial situations. Our plans give you the flexibility to select the feature set and level of additional support that best fits those needs.

If you are interested in learning more about how Savology can help your employees improve their financial wellness, you can submit a request above and someone from our team will be in touch shortly to set up a call.