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What is SoFi at Work?

In 2011, SoFi emerged as a pioneer in the realm of student loan refinancing. Throughout the years, we have broadened our SoFi at Work initiative for employers, which includes a diverse array of services, tools, and educational resources aimed at equipping employees with a comprehensive understanding of their financial landscape. This empowers them to make well-informed financial decisions and pursue their financial goals effectively. Our employee benefits program provides a seamless and comprehensive solution for employers eager to improve their staff’s financial health, offering contributions toward student loans and 529 plans, along with a variety of educational tools. The recently launched SoFi at Work Dashboard acts as a consolidated financial center for employees, giving them a thorough overview of their finances, an assortment of decision-making tools, and a gateway to their available benefits, all designed to support them in reaching their financial aims. By addressing various employee needs, from college planning and student debt management to fostering an emergency savings fund, the benefits from SoFi at Work significantly enhance the overall financial well-being of the workforce. This holistic approach not only enriches individual financial situations but also contributes to a more productive and engaged workplace. Ultimately, SoFi is dedicated to creating a supportive environment where employees can flourish financially and realize their long-term ambitions.

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

SoFi

Integrations Supported

SoFi

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

SoFi

Date Founded

2011

Company Location

United States

Company Website

www.sofi.com/sofi-at-work/

Company Facts

Organization Name

Keepify

Company Location

United States

Company Website

keepify.com

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

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