For your people and your business.

Our intuitive, fully configurable plan builder gives you complete control — even at the sub-plan level.


  • Real-time CIP that can be integrated with your enrollment platform.
  • Embedded investments.
  • Native experience, no redirecting to a partner site.
  • Real-time account opening.
  • Intuitive experience.

Four distinct investing models

  • Self-directed
  • Brokerage
  • Managed by a RIA with phone support of licensed investment advisor
  • Low cost ETFs and fractional trading with microshare access
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  • Using technology to scan receipts and documents for required information provides a faster and easier way to get reimbursement requests submitted, approved and processed.
  • No waiting for payments, either. Push-to-debit capabilities put money back in your pocket right away.
  • You can use a unique indicator to switch from a limited purpose FSA to a standard FSA. No need for separate plans.


Complex HRAs are no problem with Elevate

  • Multi-balance management.
  • Simultaneous card access and claims processing.
  • Implement regulatory changes in real time.
  • Multi-tiered, custom expense categories and payment limits within a plan.


Maximize tax-free savings with our easy and convenient Dependent Care Assistance Program (DCAP). Pay for daycare, after-school programs, work-related babysitting, summer day camps, and more with the Elevate card or Bill Pay. You can also get reimbursed if you've already paid with another method.


  • Traditional commuter programs are complicated and difficult to use. Major public transit hubs are moving to contactless payment.
  • We offer streamlined and convenient parking and transit benefits on a contactless card.
  • Employees can use both pretax and after-tax dollars.
  • Use for buses, trains & subways, ferries, van pools, commuter highway vehicles, car services, or apps such as uberPOOL & Lyft Line.

Lifestyle Programs

Take advantage of fitness, fertility, tuition or adoption benefits — or your own special wellness programs.

Leave your legacy system in the ‘90s.