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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Keystone by Smart provides a versatile platform tailored for a variety of entities, including national and regional governments, banks, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are fully customizable to meet the specific needs of your organization and market. As the world's first global, cloud-native retirement savings platform, Keystone by Smart is operational across four continents, assisting over a million individuals in planning and managing their retirement finances in collaboration with some of the most recognized financial institutions globally. This singular retirement technology platform empowers financial services organizations and governments to effectively cater to their customers' and citizens' needs while remaining adaptable to legislative changes now and in the future. The platform supports a wide range of functionalities, from user-friendly apps and web-based tools for both employers and employees to comprehensive data migration services that facilitate the movement or consolidation of vast numbers of accounts, ensuring seamless integration and management. With Keystone by Smart, organizations can not only streamline their operations but also enhance the retirement planning experience for their users.

Description

Becoming a part of the Previ network enables businesses to provide their employees with access to exclusive pricing on vital services. For an average worker, a post-tax savings of $2,200 on these essential services can be likened to receiving a 4.7% increase in salary. Companies that are members of Previ report that their employees save over $1,250 each year on mobile plans. This platform simplifies adult life and significantly reduces expenses. Employees can also enjoy savings exceeding $1,000 annually on insurance policies. Additionally, your workforce can access a complimentary, hassle-free assessment in just minutes, explore options from national carriers for home and auto insurance, and benefit from ongoing monitoring to ensure they get the most competitive rates. By joining Previ, you align with other progressive companies that are committed to enhancing employee financial wellness through private pricing benefits. This partnership represents a win-win for both employees and employers alike.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per year
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

Smart

Country

United Kingdom

Website

www.smart.co/what-we-do/keystone

Vendor Details

Company Name

Previ

Founded

2022

Country

United States

Website

help.previ.com/employerprogram

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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