NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Chime Workplace
Chime Workplace serves as a comprehensive financial wellness platform designed to assist employees in effectively managing their finances, alleviating stress, and fostering long-term financial stability. Available at no charge to both employers and employees, the platform features:
- No-cost access to earned wages
- No-fee checking accounts along with overdraft protection
- Automated savings options that offer high-yield interest rates
- Tools for building credit
- Optional employee rewards and loyalty program benefits
By providing smooth payroll integration, real-time insights, and a secure infrastructure, Chime Workplace not only enhances employee well-being but also contributes to improved retention, engagement, and overall productivity within the workplace. This innovative approach to financial wellness empowers employees to take control of their financial futures, resulting in a more motivated and dedicated workforce.
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Instant Financial
Instant Financial provides businesses with an earned wage access solution. This allows employees to access their earned wages right away after they have worked, and not having to wait until payday. Employers can benefit from this benefit, which not only helps them avoid the daily struggle of living paycheck-to-paycheck, but also increases retention and lowers attrition rates. This will help you improve your bottom line. You can increase job applicants and reduce turnover by giving your employees financial control. Instant Pay can bring you immediate results. Learn from leaders in the service sector how Instant Pay has helped them increase their retention. Learn how our platform integrates into your existing payroll and human resources systems. Employers can increase job applicants, retain employees, and reduce absenteism with our platform.
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PTO Genius
You could be maximizing the potential of your PTO benefits, which can lead to increased employee satisfaction, improved retention, reduced stress, and enhanced engagement by encouraging employees to utilize their time more effectively.
A staggering 78% of workers are living from one paycheck to the next, while 41% find it challenging to manage a $2,000 unexpected expense, making accrued PTO a valuable resource for addressing unforeseen financial challenges.
Employees can utilize their accrued PTO to contribute to their retirement savings, invest in their child's education through a 529 plan, or alleviate student loan debt, making it a versatile asset.
Research shows that 68% of employees return from time off feeling reenergized and more productive, and PTO Genius actively identifies company-friendly ways for employees to take time away, while also simplifying the process of converting unused PTO into cash to fund vacations.
The Genius Team is dedicated to supporting you throughout this journey, helping you to grasp the extensive features and advantages available for your organization, tailoring the platform to meet your specific requirements, and ensuring a smooth launch experience, all within just a few days! We’re excited to assist you in enhancing your workplace culture!
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