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features
design
support

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Description

Take charge of your financial destiny by eliminating debt and achieving your monetary objectives, all while involving your partner in the process. Whether you prefer using envelopes, alerts, or a single category, budgeting can be effortless with Keepify, which is designed to simplify your financial management. Most people don't enjoy budgeting, but Keepify helps you reach significant goals like planning a dream vacation, securing a comfortable retirement, or climbing out of debt. Users have reported saving up to $500 within just thirty days of using Keepify, thanks to its unique features that foster accountability by connecting you with friends or your spouse. You can easily integrate your financial accounts with top-notch security, or opt to use Keepify without linking accounts and manually import your transactions. By utilizing linked accounts, generating reports, and setting alerts, you can ensure your spending aligns with your budget, especially when sharing it with others. Don’t wait to take control—start today with our 35-day free trial and pave the way to a more secure financial future. The journey to financial empowerment begins now, so seize this opportunity!

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SoFi

Integrations

SoFi

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Keepify

Country

United States

Website

keepify.com

Vendor Details

Company Name

SoFi

Founded

2011

Country

United States

Website

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

Product Features

Product 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

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