Financial Wellness That Actually Works
Features and Benefits
SmartDollar provides on-demand reporting through SmartCenter, our admin portal. Launch and see your team's real-time progress!
- Financial Wellness Score
- Total number of employees enrolled
- Participation rate
- SmartDollar Points
- Total financial turnaround (debt paid / dollars saved)
- Financial confidence and stress levels
- Retirement contribution expectations
With our client portal, SmartCenter, you can launch SmartDollar to your team in no time! We give you a step-by-step plan on how to launch to your employees to maximize participation. SmartCenter will share updates and provide you with all the materials you need throughout the year to help you reengage your employees long after the launch.
With our short but powerful video lessons and personalized content, we inspire employees to achieve quick wins as they work the plan one step at a time. As a result, they'll build momentum and change their behaviors for a lifetime.
EVERYDOLLAR BUDGET APP: Our best-in-class budget app helps employees create their first budget and tracks transactions during the month.
EMERGENCY SAVINGS PLANNER: This tool helps users save their $1,000 starter emergency fund in under 30 days (yes, really!).
DEBT SNOWBALL TOOL: The Debt Snowball organizes debts automatically and motivates employees to pay off debt faster than ever imagined.
RETIREMENT SAVINGS PLANNER: This tool helps you plan and get on track for the retirement of your dreams.
ADDITIONAL TOOLS AND FEATURES: Other tools in SmartDollar include our Ask Dave radio show clips, wellness assessment, quizzes and lessons, budget forms and our help desk.
We want to help ALL your employees! Pricing is based on offering SmartDollar to ALL ELIGIBLE EMPLOYEES. SmartDollar is not offered on a "per user" basis or to a subset of employees. Total number of employees will be verified and billing will be updated accordingly.