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Fidvisor is a fintech platform connecting employees with certified financial planners for personalized guidance on workplace benefits and life financial stages. The service enables employees to gain deeper benefits understanding, create financial plans, and track retirement readiness through on-demand advisor access. Employers benefit from increased benefits engagement, talent retention, and data on program utilization through this secure collaboration tool.
Updated 2 months ago
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Product
Features
- Fidvisor is a fintech platform that connects employees with certified financial planners for personalized guidance on workplace benefits and life financial stages. The service enables employees to gain deeper understanding of their benefits, create financial plans, and track retirement readiness through on-demand advisor access. Employers benefit by enhancing their benefits packages, accelerating benefits engagement, and measuring program utilization through aggregated data.