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take your first step towards financial health with
one financial wellness app
why lifesteps
help improve your employees’ financial wellness with one tool
intellisteps is designed to help you:
Introduce employees to financial planning with a personalized target plan
Offer a financial wellness tool that goes beyond education
Positively impact financial behaviors through spending challenges
offer target
plans
all participants have access to a personalized target plan based on top areas of financial health.
account
aggregation
participants are able to link all their financial accounts in one place
provide financial education
offer access to education that is timely and relevant to users.
help employees reach their financial goals
all participants have the opportunity to create an action plan to meet their goals whether it’s to “save for something” or “pay off debt.”
access to a financial professional
give employees access to the financial wellness guidance they need with a financial professional just a tap away.
challenge to spend less
stimulate action with spending challenges that positively impact users' financial behaviors through key insights.
no matter where you are on your financial journey, intellisteps can help
intellisteps offers you:
A personalized target plan that gives you insight into key areas of financial health
link all your financial accounts for a view of your total financial picture
Access to a financial professional right from the app
Education on topics that are relevant to you
Spending challenges that help you take action towards your goals
take control of your financial health through a personalized target plan.
receive a target plan
link all your financial accounts for a view of your total financial picture
account
aggregation
access to financial education
receive timely and relevant financial education right at your fingertips.
get help reaching your financial goals
create an action plan to meet your goals, whether it’s to “save for something” or “pay off debt.”
engage with an advisor
contacting your advisor or scheduling an appointment is easier than ever.
challenge yourself to spend less
gain insight and cultivate positive financial behaviors by taking fun challenges.
A scalable financial wellness tool that helps differentiate you from the competition
intellisteps offers you:
Invite participants to the app
Understand what matters to participants
Drive decisions through data
Demonstrate value to plan sponsors
provide financial education
Introduce financial planning at scale. Deliver personalized target plans based on top areas of financial health.
account
aggregation
If linked, view all the user’s financial accounts in one place.
provide financial education
Offer access to education that is timely and relevant to users.
offer ways for users to reach their financial goals
Users can create an action plan to meet their goals whether it’s to “save for something” or “pay off debt.”
engage with users
Users can connect with your firm with just a tap of a button. The app keeps the advisor front and center throughout the experience.
challenge to spend less
Stimulate action with spending challenges that positively impact users' financial behaviors through key insights.
how it works
advisor
participant
plan sponsor
contact
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