Learn how we connect it all to help make your life and your participants' lives easier.

We've tried to think of everything your participants would need to engage with their equity—from an all-in-one dashboard to automatic notifications and round-the-clock service and support.

"There's a connection between financial health and mental health, and we're passionate about helping participants get the financial information they need and the peace of mind that they seek." –Adrian Miguel

"We try to empower that advisor and consultant to really do whatever they need to do from a fiduciary perspective, whether that's investment menu, advice managed accounts, how they serve the participant and putting them in

"Building trust with plan consultants starts with the little things, like working together to implement a plan design change that may help benefit participants, share insights about our platform and our capabilities, or simply keep plan consultant