Refyne Features

Reporting and analytics that report on activity and program effectiveness.

Contains tools to visalize data sets or workflows.

Find important content or files using keywords, metadata, tags, etc.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Tools that implement, manage, and administer financial wellness programs.

Provides secure connection to employees' banks and money management accounts.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Educational tools that provide including planning, budgeting, and tips on how to alleviate financial stress.

Mobile applications or mobile-optimized websites for access financial wellness solutions.

Tools for budget creation, assets tracking, goal setting, and financial management progress tracking.

Provides debt management services.

Employee portal lets employees log into the system to help employees measure financial wellness.

Gamification tools for financial goal planning, debt management, and money management.

Provides access to education classes and seminars.