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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience immediate access to innovative benefits, digital resources, and wellness services, including a round-the-clock virtual GP, mental health assistance, nutritional guidance, online fitness classes, meditation sessions, and options for savings and investment, as well as pension and retirement planning, and financial health support, among many others! Benefit from an adaptive life insurance policy that increases with your positive lifestyle choices rather than draining your finances. Enjoy a completely digital experience with zero paperwork involved, and no medical inquiries or examinations required—guaranteeing coverage without exclusions. Additionally, turn your healthy lifestyle into charitable contributions that resonate with you, such as feeding children, planting trees, or providing access to clean water. Join over 100 globally-minded companies embracing Betterfly and gain instant access to comprehensive wellness benefits and digital tools designed to enhance your overall wellbeing and help you thrive. Make a difference by transforming your healthy habits into meaningful donations while witnessing how your daily actions seamlessly convert into free life insurance coverage. This unique approach not only benefits you but also supports causes that matter to you and your community.

Description

Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

4.59 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Betterfly

Country

Chile

Website

gobetterfly.com/en/

Vendor Details

Company Name

Planswell

Founded

2015

Country

Canada

Website

planswell.com

Product Features

Corporate Wellness

Activity Tracking No 
Employee Portal No 
Financial Wellness No 
Gamification No 
Goal Setting / Tracking No 
Health Coaching No 
Health Monitoring No 
Health Risk Assessment No 
Incentive Management No 
Program Management No 

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