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
- Managed by a RIA with phone support of licensed investment advisor
- Low cost ETFs and fractional trading with microshare access
FSA / LPFSA
- 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.
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.