Your Money Line Features
Platform Content (7)
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Education Tools
Educational tools that provide including planning, budgeting, and tips on how to alleviate financial stress.
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Mobile Tools
Mobile applications or mobile-optimized websites for access financial wellness solutions.
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Content Library
Tools for budget creation, assets tracking, goal setting, and financial management progress tracking.
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Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
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Dashboard
Has a centralized dashboard for users to interact with
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Education
Provides educational materials to help employees make informed decisions about their benefits.
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Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Platform Basics (7)
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Program Management
Tools that implement, manage, and administer financial wellness programs.
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Secure
Provides secure connection to employees' banks and money management accounts.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Additional Functionality (7)
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Services
Provides debt management services.
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Employee Portal
Employee portal lets employees log into the system to help employees measure financial wellness.
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Gamification
Gamification tools for financial goal planning, debt management, and money management.
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Education
Provides access to education classes and seminars.
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Mobility
Is accessible from a mobile device and by users on the go.
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Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
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Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Platform Data (4)
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Dashboard & Reporting
Reporting and analytics that report on activity and program effectiveness.
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Visualization
Contains tools to visalize data sets or workflows.
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Platform Search
Find important content or files using keywords, metadata, tags, etc.
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Platform Performance (2)
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Reporting
Provides pre-built or customizable performance reports
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Monitoring
Contains application performance monitoring capabilities
Generative AI (1)
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AI Text Summarization
Condenses long documents or text into a brief summary.

