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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience immediate access to innovative benefits, digital resources, and wellness services, including a round-the-clock virtual GP, mental health assistance, nutritional guidance, online fitness classes, meditation sessions, and options for savings and investment, as well as pension and retirement planning, and financial health support, among many others! Benefit from an adaptive life insurance policy that increases with your positive lifestyle choices rather than draining your finances. Enjoy a completely digital experience with zero paperwork involved, and no medical inquiries or examinations required—guaranteeing coverage without exclusions. Additionally, turn your healthy lifestyle into charitable contributions that resonate with you, such as feeding children, planting trees, or providing access to clean water. Join over 100 globally-minded companies embracing Betterfly and gain instant access to comprehensive wellness benefits and digital tools designed to enhance your overall wellbeing and help you thrive. Make a difference by transforming your healthy habits into meaningful donations while witnessing how your daily actions seamlessly convert into free life insurance coverage. This unique approach not only benefits you but also supports causes that matter to you and your community.

Description

Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

4.59 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Betterfly

Country

Chile

Website

gobetterfly.com/en/

Vendor Details

Company Name

Planswell

Founded

2015

Country

Canada

Website

planswell.com

Product Features

Corporate Wellness

Activity Tracking
Employee Portal
Financial Wellness
Gamification
Goal Setting / Tracking
Health Coaching
Health Monitoring
Health Risk Assessment
Incentive Management
Program Management

Product Features

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