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What is SmartPath?

When employees are burdened by financial concerns, their job performance often suffers greatly. SmartPath provides an accessible financial wellness platform designed to empower your workforce with vital education, coaching, and resources that help turn their monetary obstacles into successes. Studies show that employees' engagement levels fluctuate based on their personal situations, which is why our program is meticulously crafted to be inclusive and address a range of needs. Each employer receives a customized launchpad enabling employees to effortlessly access all of SmartPath's offerings. The platform features a Live Chat option with our expert coaches, ensuring that employees receive prompt answers to their financial questions and enhanced support. The challenges of managing finances can be daunting, especially following the pandemic, which has made achieving financial security even more challenging. Our interactive quizzes invite employees to discover financial solutions while providing personalized insights and clear recommendations. Our dedicated and knowledgeable human coaches are available to assist in various areas such as budgeting, managing debt, securing homeownership, supporting aging parents, and funding children's education, among others. This comprehensive approach allows employees not only to alleviate their financial stress but also to refocus on their professional responsibilities and personal well-being. By prioritizing financial wellness, organizations can foster a more productive, engaged, and satisfied workforce.

What is Keepify?

Take control of your financial future by erasing debt and reaching your financial goals while including your partner in the journey. Budgeting can be made straightforward with Keepify, whether you choose to use envelopes, alerts, or focus on a single category, as it is tailored to enhance your financial management. Although many find budgeting to be a chore, Keepify assists you in achieving important milestones, such as planning your ideal getaway, ensuring a stable retirement, or overcoming financial burdens. Users have shared experiences of saving up to $500 within just a month of using Keepify, due to its distinctive features that encourage accountability by linking you with friends or your significant other. You have the option to securely integrate your financial accounts or manually input your transactions without linking. By utilizing connected accounts, creating detailed reports, and setting timely alerts, you can keep your spending in check and ensure it aligns with your budget, especially when collaborating with others. Don't hesitate to take charge—begin your journey today with our 35-day complimentary trial and set the stage for a more stable financial future. Embracing this opportunity means starting your path to financial empowerment right away, so take action now!

Media

Media

Integrations Supported

8am CPACharge

Integrations Supported

8am CPACharge

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SmartPath

Date Founded

2010

Company Location

United States

Company Website

www.joinsmartpath.com

Company Facts

Organization Name

Keepify

Company Location

United States

Company Website

keepify.com

Categories and Features

Categories and Features

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