The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery system, and a personal approach. We’re proud to offer the most adaptive financial wellness platform available – customizable to achieve the unique goals of your organization and adaptive to each unique customer.

Our cloud based, responsive platform has an extensive list of customizable features, content and branding through tools such as interactive courses, budgeting tools, retirement modeling, and more.

Our dashboard with personalized action plans guides the user from start to finish on the journey to reaching their financial goals. Each user starts with a financial wellness assessment, powered by our proprietary algorithm and personalizes each users experience with adaptive calls to action.

We offer an array of powerful metrics, including rate of content consumption, course progress and scores, knowledge gain, etc.

Our platform has been tested by many of the nation’s most prestigious institutions to prove that we are offering a platform that is ultimately improving the financial health of our users. We are pleased to partner with financial institutions, employers, and financial advisers to offer financial wellness that really works.

Overall Personal Finance Comprehensive Solution