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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Empower your employees by allowing them to select benefits that truly matter to them. With a user-friendly platform that members adore, the heavy lifting is taken care of, ensuring convenience without any out-of-pocket costs. Provide tailored, high-quality benefits that reflect the core values of your organization. This single platform caters to both pre and post-tax spending accounts while keeping you informed about budget allocation, usage statistics, and claims processing. Historically, many well-meaning companies have complicated their benefits offerings, causing confusion and a lack of appreciation among employees; Forma has crafted a superior solution. Enhance your benefits packages to be as appealing as possible while maximizing your budget efficiency. Say goodbye to the stress of managing multiple vendors and the time it consumes. Enjoy unparalleled flexibility, allowing employees to choose benefits that resonate with them personally. Foster customer loyalty while staying adaptable to evolving best practices. Forma is dedicated to developing customizable, inclusive, and globally applicable benefits programs that meet the diverse needs of every employee, making the workplace a more engaging and supportive environment.

Description

In 2011, SoFi was a trailblazer in the field of student loan refinancing. Over the years, we have expanded our SoFi at Work platform for employers, offering a range of services, tools, and educational resources designed to give employees a complete view of their finances, empowering them to make informed choices and reach their financial aspirations. Our employee benefits program serves as a straightforward and all-encompassing solution for employers looking to enhance their staff's financial wellbeing, featuring contributions for student loans and 529 plans, as well as various educational resources. The newly introduced SoFi at Work Dashboard functions as a centralized financial hub for employees, presenting them with an extensive overview of their finances, an array of tools for sound decision-making, and an access point for their benefits, all intended to aid them in accomplishing their financial objectives. From planning for college and managing student debt to establishing an emergency savings fund, the benefits provided by SoFi at Work cater to a wide array of employee needs, enriching the overall financial health of the workforce. Ultimately, SoFi is committed to fostering an environment where employees can thrive financially and achieve their long-term goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SoFi No 

Integrations

SoFi Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Forma

Country

United States

Website

www.joinforma.com

Vendor Details

Company Name

SoFi

Founded

2011

Country

United States

Website

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

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

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