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A 360° Approach to Workplace Benefits

Your trusted assistant for benefits, pay, and financial well-being. Skip the HR meetings and PDFs, employees get clear, personalized answers in seconds.

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Why It Matters

Financial stress doesn’t stay at home.

When employees worry about money, your business feels it. Productivity drops, turnover rises, and your benefits investment underperforms.

60%
Lose sleep over money
The majority of employees say financial worries keep them up at night.
72%
Of workers are stressed
Nearly three-quarters of American report financial stress affecting their work.
50%
Higher turnover risk
Financially stressed employees are more likely to look for a new job.
3 hrs
Lost per week
Time spent dealing with personal finances during work hours each week.
What Your Employees Get

A partner, not just a portal.

Every tool, coach, and resource your team needs to build real financial confidence. Accessible anytime, on any device.

FinPath brings your staff the following resources:

FinPath Assistant (24/7)
Unbiased Financial Coaches
Interactive Money Tools
A Robust Calendar of Educational Topics
Monthly Challenges
Exclusive Partner Perks
Digital Money Assistant ×
ChatHistoryPins
BGAm I doing enough to save for retirement?
FPYou're contributing 4% to your 401(k), just below your employer's 5% match. I recommend increasing to at least 5%.
Analyze my latest transactions
Today's Top Actions
?
Create a savings planPast Due · 15MIN
FP
Connect AccountsDue Today · 15MIN
Stage
Financial Building23 / 100
Investments
$163,894.58
Net Worth
$124,320
Assets$97,231
Liabilities$440,302
Financial Health88 / 100
401k
Traditional 401(k)Retirement · Enrollment Open
Med
Medical InsuranceBenefits · Always Open
HomeActWorkplaceFinancesAdvice
June 28th
Welcome back!
SnapshotAccountsBudgetAssessments
Sync All AccountsLink an Account
Cash
$60,015
?High Yield Savings3442✓ Linked
VHealthEquity HSA1167$2,240✓ Linked
?Premier Checking2938$12,231✓ Linked
Credit
$4,094
?AMEX Smart Earn4424$4,231 / $10,000✓ Linked
How can I help you?
What can I ask?

Built for HR: Less inbox. More impact.

Alleviate HR bandwidth

The FinPath Assistant answers common benefits and pay questions so your HR team doesn't have to.

Actionable insights

See top employee questions, knowledge gaps, and financial concerns by department — plus utilization over time.

Communication & Marketing Kit

Ready-to-use email templates, posters, decks, intranet assets, and social graphics to drive adoption from day one.

Onsite & virtual event planning

We coordinate workshops and office hours — your choice of in-person or online — to meet employees wherever they are.

Eligibility made simple

Universal eligibility file with secure, effortless uploads. No complicated integrations or IT lift required.

Security you can trust

AES-256 encryption and privacy by design. Employee data stays confidential — always.

GET STARTED

Ready to see it live?

Schedule a Demo

We’ll tailor a walk-through to your workforce and benefits stack.