BrightPlan is a leader in Total Financial Wellness. BrightPlan offers the first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits. BrightPlan delivers Total Financial Wellness through our digital platform and financial advisors.
BrightPlan’s Total Financial Wellness solution has four pillars:
Learn facilitates employee education on financial topics through the BrightPlan academy and content customized for each employer.
Plan assists employees in building a personal financial roadmap. Powered by the BrightPlan Financial Wellness Coach™, the plan adapts as individuals continue on their journey to financial wellness.
Invest automates saving and investing. BrightPlan links to outside investment accounts, so all of an employee’s personal finances are visible in one location.
Manage brings it all together in a dashboard for your entire financial life. The Employee Wellness Score charts an employee’s progress toward financial well-being. Smart Budgeting and Spending Analysis maintain the discipline necessary to control expenses and accumulate wealth.
Supporting all four pillars of BrightPlan’s solution is our emphasis on fiduciary responsibility. BrightPlan’s digital platform and its team of experienced financial advisors deliver advice through a certified fiduciary process. BrightPlan is the first digital advisor certified by the Centre for Fiduciary Excellence.
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