Folio

Folio

Each employee's complete financial picture, in one place.

Folio connects checking, savings, credit, loan and investment accounts once, so employees see spending, savings, debt and investments together, many for the first time. Built-in tools for budgeting, debt paydown and retirement scenarios turn that clarity into a plan employees can act on at their own pace. Progress stays visible between Mentor sessions, with every debt paid down and every savings milestone building on the last. For employers, Folio gives the whole workforce a clear starting point, from the employee digging out of debt to the one fine-tuning a retirement plan.