SmartDollar is the only financial wellness solution that leads to lasting behavior change. With best-selling authors and financial experts Dave Ramsey and Rachel Cruze making difficult money concepts easy to understand, SmartDollar provides a proven step-by-step plan where employees learn to save for emergencies, eliminate debt, and retire with confidence. Our digital program provides 24/7 access to inspiring and motivating content, innovative tools, and a wide variety of questions and answers to help people anytime, anywhere and on any device no matter where they are with their personal finances.
Sun Life's benefits administration solution, Maxwell Health, is an easy-to-use benefits administration technology platform that makes managing employee benefits simple. Maxwell is a first in industry approach to aligning the worlds of traditional insurance and cutting-edge benefits technology... Read More
Edgar Manjarrez is a Chartered Retirement Plan Specialist™ (CRPS®), Wealth Management Financial Advisor in the Northern Nevada Area at Morgan Stanley. Edgar is a graduate of the University of Nevada, Reno with a degree in Finance and Economics. Edgar stands by a disciplined process that delivers... Read More
Branch is a mobile-first technology that helps hourly workers grow financially. With Branch, users can get instant access to earned wages, fee-free banking, and budgeting tools to help them manage their cash flow between paychecks. By focusing on the hourly worker, Branch also helps... Read More
SmartDollar was designed to be an online financial coach that walks with your employees step-by-step from the moment we meet them all the way through their retirement goals. Our proven plan, the seven Baby Steps, teach people about financial wellness the same way they learn to walk: one step at... Read more