Advizr WorkPlace

Empowering retirement plan advisors to engage millions of employees in a scalable way.

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Our Financial Wellness Mission

 

To help retirement plan advisors engage employees in a scalable way with a financial wellness solution that dramatically enhances one's ability to meet personal financial goals, increases productivity and drives meaningful action.

Why does Financial Wellness Matter?

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Employer
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Employee

$300 B

The cost of stress to US companies each year. Leading cause of stress: finances

71%

of employees stating that financial matters causes the most stress

13 HRS

Time lost per employee per month due to loss of productivity from financial concerns

1 in 3

employees state personal finances are a distraction at work

$413

Additional healthcare expenses per EE per year who report high stress

6 in 10

employees stressed about finances say their health is negatively impacted

Financial Wellness: Our Approach

 

Wellness Programming

   
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Analyze

Plan

Engage

Communicate

 

Wellness Technology

   

Versatility

Customizability

Application

Connectivity

  Advizr Financial Wellness Solution  
Build  
Builds financial courage and literacy, motivating employees to take control of their finances  
  Integrate
  Integrates financial education and comprehensive financial planning to effectively reach goals
   
  Reinforce
  Reinforces behavior change through high-touch point so employees are engaged to take action  
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Financial Wellness Technology & Programming

Our approach is flexible enough to have a solution that meets your firm's unique needs to make employee wellness a reality

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