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Empower Your Employees To Reach Their Goals.

Empower Your Employees To 
Reach Their Goals.
Improve Their Finances.
Feel More Confident.

Traditional benefits do not adequately address the financial challenges that your employees face. Savology provides personalized financial planning, tools, and education that actually makes a difference.

Savology for Employers - providing financial planning and wellness benefits for employees
Employer financial wellness banner
90% of employees wish their employer provided financial planning benefits.
75% of employees consider new jobs that offer them free financial advice.
52% of employees reported experiencing financial stress while at work.

The only financial wellness and planning platform your employees need.

By joining our employer program, you’ll be able to provide your employees with the following:

Financial planning process

Financial plan and report card

Provide employees a personal financial plan and report card that gives insight and direction into their financial future.

Custom planning activities with Savology

Custom employer activities

Provide custom employer-related activities that integrate additional employee benefits into the overall planning process.

Personalized recommendations and next steps

Personalized recommendations

Employees are prescribed next steps and personalized recommendations to make significant financial improvements.

Financial comparisons and benchmarks

Comparisons and benchmarks

Employees can compare their financial standing to their peers and gain access to nationwide benchmarks.

Talk with a financial professional with Savology

Live financial coaches

Receive individualized support through live chat or 1-on-1 calls with our in-house financial coaches ready to make a difference.

Financial Literacy Quiz and Interactive Financial Tools

Literacy resources and tools

Help employees improve their financial literacy with effective tools such as quizzes, calculators, and surveys.

Give your employees what they want and need to be financially secure. 

Reach your financial goals

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
Financial planning in 5 minutes
Financial plan for now and later

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.

Affordable for you. Free for your employees. 

Financial planning has never been this affordable. Explore our different plans—with per user pricing—below:

Savology Starter

  • Digital financial plan
  • Comprehensive report cards
  • Personalized recommendations
  • Aggregate employee metrics
  • Employer admin portal access
  • Ongoing financial education
  • Co-branded platform
$0 mONTHLY

Savology Starter

  • Digital financial plan
  • Comprehensive report card
  • Personalized recommendations
  • Aggregate employee metrics
  • Employer admin portal access
  • Ongoing financial education
  • Co-branded platform
  • $0 per user per month

Savology Plus

All Starter features, plus:
  • Connected accounts for live updates
  • Live chat with financial coaches
  • Advanced gamification and rewards
  • Share account with spouse or partner
  • Full report card unlocked
  • Add employer benefits and resources
$7 Monthly

Savology Plus

All starter features, plus:
  • Connected accounts for live updates
  • Live chat with financial coaches
  • Advanced gamification and rewards
  • Share account with spouse or partner
  • Full report card unlocked
  • Add employer benefits and resources
  • $7 per user per month

Savology Pro

All Starter and Plus features, plus:
  • 1-on-1 calls with our financial coaches
  • Onboarding phone support
  • Live personal finance webinars
  • Free estate planning document
$15 Monthly

Savology Pro

All Starter & Plus features, plus:
  • 1-on-1 calls with our financial coaches
  • Onboarding phone support
  • Live personal finance webinars
  • Free estate planning document
  • $15 per user per month
Alex Bean

Financial wellness made easy.

Financial wellness couldn’t be any easier than it is with Savology. We’re proud to partner with them and provide our employees with tools and resources that can change their lives.

Financial wellness made easy.

“Financial wellness couldn’t be any easier than it is with Savology. We’re proud to partner with them and provide our employees with tools and resources that can change their lives.”

Alex Bean, Co-founder & CBO

Ready to help your employees? 

If you are interested in learning more about how Savology can help your employees improve their financial wellness, 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 everyday 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 over financial situations in the short—and long—term.

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

Savology is for employers looking to make a positive impact on their employees’ financial lives. The reality is that financial-related stress affects every aspect of life, but can be especially harmful to work satisfaction and performance. Savology’s tailored solution helps 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 a manner that is accessible and personalized to each employee. 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 two weeks or less. Our onboarding process requires very little upfront effort. You simply provide basic company and employee data, and then work with our success team to determine a game plan for rollout and communications, and we’ll handle the rest of the setup.

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, submit your information above and someone from our team will be in touch shortly to set up a call.