Summer vs. SoFi at Work

Meet Healthee—your intelligent healthcare navigation platform. Healthee takes the guesswork out of healthcare by transforming complex benefits into clear, personalized answers—instantly. Employees can seamlessly navigate their existing health plans with on-demand guidance for every healthcare and benefits question, whenever they need it. At the center of the experience is Zoe, Healthee’s AI-powered Personal Health Assistant. Zoe delivers tailored, easy-to-understand insights about coverage, costs, and care options—helping employees make smarter healthcare decisions that reduce unnecessary spend and improve outcomes. No more confusing benefits documents. No more long wait times to speak with a healthcare representative. With Healthee, everything employees need to understand and use their benefits is available in one intuitive, mobile-first experience. Smarter Decisions During Open Enrollment Healthee simplifies open enrollment with side-by-side plan comparison tools that help employees choose the right plan based on their needs, usage, and expected costs. By guiding employees to better-fit plans, Healthee reduces over-insurance, minimizes surprise expenses, and drives meaningful cost savings for both employees and employers. Built for HR - and the CFO Healthee’s AI-driven benefits administration technology delivers fast, accurate responses to employee questions, significantly reducing HR workload while boosting benefits utilization and employee satisfaction. For finance leaders, Healthee goes beyond engagement. Claims analytics and insights provide visibility into healthcare spend, utilization trends, and cost drivers - empowering CFOs and benefits leaders to identify savings opportunities, optimize plan design, and make data-backed decisions to control rising healthcare costs. The result: -Lower healthcare spend. -More confident employees. -A smarter, more cost-effective benefits strategy—powered by Zoe AI for benefits managers.

Mortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.

LendingPad is an enterprise-grade, cloud-based loan origination solution (LOS) crafted to advance mortgage lending for banks, credit unions, brokers, and lenders. Developed by seasoned mortgage experts, the system prioritizes rapid processing, transparency, and intuitive usability—empowering teams to expedite closings and enhance the borrower journey. This platform brings together essential workflows, streamlines repetitive processes, and upholds compliance using a robust, API-centric design. By minimizing operational slowdowns and making daily tasks easier, LendingPad lets mortgage professionals dedicate more time to client service rather than administrative duties. Its adaptable framework supports institutions of any size in responding swiftly to shifts in the market, regulatory updates, and new business strategies.

Rippling simplifies human resources, payroll, IT, and expense management for companies operating on a global scale. With ease, you can oversee the complete employee lifecycle, encompassing everything from recruitment to benefits management and performance evaluations. It offers automation for HR processes, eases the approval workflow, and guarantees adherence to regulations. You can also control devices, manage software access, and monitor compliance, all from a single dashboard. With timely payroll processing, effective expense tracking, and adaptable financial policies, you can save time, lower expenses, and boost overall efficiency in your organization. Discover the advantages of integrated management solutions with Rippling and transform the way your business operates today.

Native Teams serves as a global growth partner to businesses, supporting them at every step of their expansion journey. Whether you need an Employer of Record to test new markets by hiring a few employees or want to establish legal entities to set down roots and expand, Native Teams has the expertise to make it happen. Present in 85+ countries and trusted by 3,000+ employers, we simplify hiring, paying, and managing global talent with compliance. Key services include: • Employer of Record (EOR): We legally employ your staff worldwide, managing contracts, payroll, taxes, and benefits to ensure full compliance, so you can focus on business growth without local setup hassles. • Gig Pay: Tailored for businesses working with gig workers, this service enables fast, secure payments across borders, with support for multiple currencies and streamlined invoicing. • Entity Management: We assist companies in setting up legal entities abroad and maintaining regulatory compliance, removing the complexity of local market entry and ongoing operations. • Contractor Pay: Manage contractor payments easily with multi-currency options and automated tax compliance, reducing administrative burden while safeguarding legality. • Contractor of Record: We handle contracts and legal responsibilities for contractors globally, minimising risks and ensuring compliance with local employment laws. • Relocation services: Exclusive to EOR customers, this includes visa support and work permits to help your talent transition smoothly internationally. What makes Native Teams unique is our commitment to caring for your employees better than anyone else. We handle all paperwork, taxes, and offer competitive benefits tailored to local markets. Beyond EOR, we integrate payroll, compliance, and financial tools to maximise the value of every work payment, anywhere in the world.

LoanPro is a core lending software designed to facilitate loan servicing, empowering users to drive financial innovation with the necessary technology for their lending initiatives. By utilizing its proprietary API, LoanPro seamlessly integrates with existing software systems, promoting the use of additional integrations to streamline and automate various processes, ensuring that every element of the loan lifecycle is efficiently managed from one central location. The platform's adaptability enables users to swiftly adjust to emerging lending types and industry trends without the need for a complete overhaul, allowing them to maintain a competitive edge. With features like real-time database access and process automation, along with the capability to develop and manage multiple lending products on a single platform, LoanPro equips innovators with the vital resources needed to bring their ambitious ideas to fruition. This comprehensive approach helps clients not only to keep pace with the evolving financial landscape but also to lead in their respective sectors.

Paylocity is a cloud-based workforce management platform that unifies HR, payroll, finance, and IT operations into one integrated solution for modern businesses. The platform helps organizations automate administrative processes, improve workforce management, and create more connected business operations through a centralized digital ecosystem. Paylocity offers payroll processing, tax filing, time tracking, benefits administration, talent management, expense management, procurement, and IT support tools designed to streamline daily operations. Its AI-powered capabilities provide automation, reporting, and real-time insights that help businesses improve decision-making and operational efficiency. The platform also includes mobile access and employee engagement tools that allow workers and managers to stay connected, productive, and informed from anywhere. Paylocity supports seamless integrations with third-party applications, enabling companies to unify data and improve workflows across HR, finance, and IT departments. The finance solutions offered by Paylocity include spend management, AP automation, corporate cards, and headcount planning tools that give organizations greater visibility and control over financial activities. Its IT management features provide centralized access management, identity management, and asset tracking capabilities that help businesses strengthen operational support and security. Paylocity also delivers dedicated customer service, implementation assistance, and scalable solutions tailored to the needs of small businesses, midsize companies, and enterprise organizations. The company emphasizes innovation and customer partnership by continuously improving its technology to support the evolving needs of employers and employees. Through its connected platform and automation-driven approach, Paylocity helps organizations modernize workforce management, improve collaboration, and drive productivity across the entire business.

For more than 30 years, TriNet has been a trusted leader delivering comprehensive HR solutions designed for small and midsize businesses. Its long tenure in the industry showcases deep expertise and a proven ability to help organizations streamline HR operations, reduce risk, and support stronger employee satisfaction. TriNet addresses complex HR needs through a unified platform that brings payroll processing, benefits administration, risk mitigation, and compliance support into one place. By replacing the need for multiple vendors, the platform lowers administrative burden and frees business leaders to prioritize growth and other strategic goals. TriNet’s services span industry‑specific HR expertise, access to premium employee benefits through national and regional carriers or the option to sponsor your own plans, and advanced proprietary technology. The platform offers an intuitive experience across payroll, benefits administration, time tracking, performance management, learning and development, and workforce analytics—providing real‑time insights and more streamlined processes through a comprehensive solution. With a dedicated service model that pairs clients with assigned HR professionals and relationship managers, TriNet delivers personalized support complemented by access to specialized HR experts through multiple communication channels. This structure ensures timely, expert guidance rooted in best practices and tailored to each organization’s needs. TriNet also offers instructor‑led trainings and expert consultations to help clients develop HR processes in key areas such as performance management, hiring/onboarding, and compensation.

Chime Workplace is an all-encompassing financial wellness platform aimed at helping employees manage their finances effectively, reducing stress levels, and promoting sustainable financial health. Offered at no cost to both employers and their staff, this platform provides: - Free access to earned wages - No-fee checking accounts equipped with overdraft protection - Automated savings features that yield high-interest returns - Resources for credit enhancement - Optional rewards and benefits from employee loyalty programs With its seamless payroll integration, real-time financial insights, and a secure framework, Chime Workplace not only boosts employee well-being but also enhances retention rates, engagement levels, and overall workplace productivity. This groundbreaking strategy for financial wellness empowers employees to seize control of their financial destinies, ultimately cultivating a more engaged and committed workforce. As a result, organizations can thrive as they prioritize the financial health of their employees.

Bravo Store Systems — Built by Pawnbrokers, for Pawnbrokers With roots spanning five generations of pawnbroking, Bravo Store Systems builds software that powers the modern pawn business—fast, compliant, and connected. Created by pawnbrokers who know the realities of the counter, Bravo is more than a point-of-sale—it’s a platform designed to simplify work, protect profits, and keep every transaction audit-ready. Thousands of pawn and FFL operators trust Bravo every day to manage loans, buys, sales, and compliance with unmatched accuracy. The system unites everything—counter operations, eCommerce, reporting, and customer engagement—into one seamless experience. Key Advantages: • Predictive Pricing Estimator: Consistent, data-backed valuations that protect margins and reduce debate at the counter. • Task Manager: Replaces endless reports with role-based tasks that save 15–20 hours a week while ensuring nothing is missed.* • Compliance Confidence: e4473 validation at save, instant A&D posting, and digital retention—making your store audit-ready 24/7. • MobilePawn App: Customers can renew, make payments, and shop online anytime—keeping your store connected beyond the counter. • Pickup-First eCommerce: List once, sell in-store—driving visibility without losing foot traffic. Bravo helps you spend less time managing software and more time serving customers, growing revenue, and protecting your FFL and pawn license with confidence. From single-store independents to multi-store enterprises, Bravo delivers the ROI, reliability, and innovation today’s pawnbrokers need to stay ahead. Bravo Store Systems — Run faster. Lend smarter. Stay audit-ready 24/7.