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What is PTO Exchange?

PTO Exchange is a groundbreaking benefits platform that enables employees to transform their accumulated vacation hours into cash assets, which they can utilize for personal expenses or to support causes that resonate with them. This distinctive service provides organizations with a significant edge by addressing the varied needs of their workforce. The platform integrates smoothly with current systems, allowing employees to take control of their financial health. Unused PTO can be redirected towards critical expenses like Retirement Accounts, Student Loans, and Healthcare Costs including HSAs. Just imagine trading in some of your unspent PTO to finance your upcoming holiday—it's now possible. Moreover, employees have the option to contribute to over a million certified non-profit organizations, champion meaningful initiatives, or aid colleagues who may require assistance. This strategic model not only alleviates PTO balance sheet obligations but also bolsters talent acquisition and retention efforts. Essentially, it establishes a beneficial scenario for both HR and Finance departments, who will appreciate the advantages of enhanced PTO policies while concurrently reducing corporate liabilities. In addition, this initiative cultivates a more engaged and satisfied workforce, ultimately propelling organizational success while promoting a culture of generosity and support. By encouraging employees to be proactive with their benefits, companies can foster a more dynamic and motivated work environment.

What is Keystone by Smart?

Keystone by Smart offers a flexible platform designed for various organizations such as national and regional governments, financial institutions, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are tailored to align with the unique requirements of each organization and their respective markets. As the first global, cloud-native retirement savings platform, Keystone by Smart operates across four continents, helping over a million individuals manage their retirement savings in partnership with some of the world's leading financial organizations. This innovative technology solution allows financial services and governments to effectively address the needs of their customers and citizens while being responsive to future legislative changes. The platform encompasses a wide array of features, including user-friendly applications and web tools for employers and employees, alongside comprehensive data migration services that ensure a smooth transfer and consolidation of numerous accounts. By utilizing Keystone by Smart, organizations can enhance their efficiency and significantly improve the retirement planning experience for their users. Furthermore, this adaptability fosters a more proactive approach to retirement planning, enabling organizations to stay ahead in a rapidly changing financial landscape.

Media

Media

Integrations Supported

ADP Workforce Now
Auth0
Okta
Paylocity
SAP Cloud Platform
Workday HCM

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

$1 per employee per month
Our flat monthly rate is based on a per-employee-per-month model

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

PTO Exchange

Date Founded

2014

Company Location

United States

Company Website

www.ptoexchange.com

Company Facts

Organization Name

Smart

Company Location

United Kingdom

Company Website

www.smart.co/what-we-do/keystone

Categories and Features

Benefits Administration

Deduction Management
Online Benefits Enrollment

Compensation Management

Employee Reward Programs

Financial Wellness

Not specified

Leave Management

Approval Process Control
Leave Policy Management
Self Service Portal

PTO Tracking

Not specified

Categories and Features

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