A financial wellness benefit your employees will actually use.
Savology gives your team a free, personalized financial plan with no sales pressure, no gimmicks, and no obligation to talk to anyone, ever.
Real value for your employees. Real simplicity for you.
Free financial report card
A clear picture of where they stand across retirement, debt, savings, and insurance.
Personalized action items
Steps they can take right now, on their own, without hiring anyone.
Financial literacy content
Education that builds confidence over time across the topics that matter.
There is no sales pitch inside the product. Employees can optionally connect with a financial advisor, coach, or estate planning attorney if they want to, but it is always their choice, always separate from their benefit enrollment, and completely private from you as their employer.
A benefit that stands out. Zero administrative burden.
- Easy setup. No IT integration required to get started.
- Utilization reporting. See engagement rates without seeing individual data.
- Employee data firewall. Individual financial plans are never shared with you.
- Co-branded experience. Your logo alongside Savology in the product.
Your employees' financial data belongs to them.
When your employees use Savology as a benefit, their individual financial plans, their personal details, and their contact information stay private, from you and from everyone else. What you receive as their employer is simple utilization data: how many employees are engaging with the benefit, nothing more. If an employee wants to connect with a financial advisor, coach, or estate planning attorney through Savology, that is their personal choice and it happens completely separately from their benefit enrollment.