Offer a customized participant journey.
Each experience offers the flexibility to create a customized user journey that fulfills important plan-level communication requirements while also helping employees make educated decisions about their financial future. Content and user interface can be adapted to reflect recordkeeper, advisor and plan sponsor brand identity.Request a Demo
Deliver a tailored solution for each plan.
Each experience is composed of plug-and-play modules that make it easy to create custom paths and content that meet your needs.
- Modular experience allows sections to be easily added, moved or omitted
- Create personalized CTAs to drive participant action
- Communicate specific plan features like matching contributions, vesting schedule and catch-up contributions
- Tailor the Risk Tolerance Questionnaire to your needs
- Include plan-level disclosures and disclaimers
Provide a seamless experience across channels.
- Default content can be easily tailored to reflect brand style guidelines
- Customizable white-label interface can be updated to reflect brand-specific colors
- Easily incorporate recordkeeper, advisor or plan sponsor logos