Immediate Insight Into the Financial Wellness of Your Workforce

Our free assessment provides your organization with real-time analytics to address the financial priorities of your population.

How this Works

Generate Your Assessment link

Once you sign up, we provide you with a unique assessment URL that you send to your employees.

Email the Assessment Link to your employees

Send an email to your employees explaining the assessment and it’s benefit (we provide some sample text you can use).

Employees complete the assessment in Under 45 Seconds

All results from the assessment are confidential and no identifiable information is stored.

Assessment results are delivered to you via an informative dashboard

Advizr provides a beautiful analytic dashboard for you to review the results of the assessment.

All information collected during the assessment is confidential and no identifiable information is stored.

Learn how Advizr Workplace can improve your employee’s financial wellbeing