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Best Financial Wellness Software

Financial wellness software provides organizations with the tools necessary to implement, manage, and administer financial wellness programs. These solutions help companies provide their employees with financial management education, including planning, budgeting, and alleviating financial stress. Financial wellness software include features such as budgeting tools, gamification, financial goal planning, debt management, and money management coaching. These solutions may also include tools to help with spending tracking, budget creation, assets tracking, goal setting, and financial management progress tracking. Financial wellness software also provides companies with reporting and analytics that help improve employee engagement, retention, and productivity. All company sizes, industries, and departments can benefit from these solutions.

To qualify for inclusion in the Financial Wellness category, a product must:

  • Provide tools that design, administer, and manage financial wellness programs
  • Help organizations promote company-wide financial wellness for their employees
  • Offer reporting tools that measure activity and program effectiveness

Compare Financial Wellness Software

Results: 18
G2 takes pride in showing unbiased ratings on user satisfaction. G2 does not allow for paid placement in any of our ratings.
Results: 18
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    Financial Guidance Within Reach. HelloWallets web and mobile applications offer personalized guidance to help employees maximize their benefits and take control of their finances.

    PayActiv invented real-time access to earned wages to create the most comprehensive, award-winning financial wellness platform the best way to improve employee financial health. Including bill pay, savings, budgeting, discounts, and financial counseling.

    Best Money Moves is a mobile-first service designed to help people measure financial stress and then dial it down in order to get control of their financial lives. The service is sold to employers who then offer it to their employees as a free employee benefit. We don’t sell anything. There are no ads. And, there are no hidden tricks. Our only goal is to help people make smarter moves with their money by providing award-winning information, easy-to-use tools, a point-based reward system, and a unique content-mapping system that solves financial problems quickly and easily. And for employers, less financially-stressed employees translates into a happier, healthier and more productive workforce.

    BrightDime offers everything your company needs to succeed with financial wellness today.

    DailyPay is a technology solution that lets your employees control when they get paid. Through our patent pending technology, you can empower them to meet financial goals and pay bills on time. Employees who reach financial security at your company stay longer, reducing turnover and improving bottom line profits.

    Edukate is a workplace financial wellness benefit designed to help employees make more confident personal financial decisions. offers holistic workplace financial wellness programs to employers, organizations, financial institutions, credit unions, and Financial Advisers.

    Financial Fitness Group (FFG) is an enterprise software company that developed a financial e-learning platform and actionable ecosystem designed to teach individuals the language of money. FFG is the leading provider of interactive financial education for the financial services industry and fortune 500 companies across the nation.

    FinFit delivers financial wellness to your employees when and where they want it. Unlike education-only methods, FinFit provides a short-term loan* solution that provides a responsible solution for employees so they can worry less about finances and focus more on their job.

    Four Seasons Financial Education is a 100% independent provider of comprehensive workplace financial wellness programs. By leveraging online tools with one-on-one TelePlanning with a financial planner, Four Seasons Financial Education relies on a multi-channel approach to reaching the maximum number of employees.

    Keepify is a small, growing effort to change the face of online financial tools for consumers.

    Money Starts Here provides financial education programs that change lives and reduce the impact financial stress has on individuals, families, schools, businesses and communities.

    Questis is a configurable technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human professionals, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.

    Helps improve employee retention and productivity. By helping employees manage debt, build a savings habit and access earned pay, we offer an impactful benefit employees truly value.

    A financial wellness benefit for employees that (actually) works.

    SmartPath Financial Care Plans help employees through stressful financial situations, one step at a time, in four different channels.

    Sum180 equips your employees with tools they actually need to strengthen and build their financial picture