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features
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support

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Description

At LearnLux we are creating a world where having a financial plan is never out of reach. We bring this mission to life by offering employees expert financial guidance for everyday money moments and big life milestones. Our digital program and team of Certified Financial Planner™ professionals provide holistic, fiduciary financial guidance to people in all stages of life, focusing on inclusivity across all ages, geographies, economic backgrounds, and genders. We share our mission at scale by partnering with the world’s best companies to offer valuable benefits that help employees do their best work every day because they feel confident in their finances.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xoxoday Yes 

Integrations

Xoxoday No 

Pricing Details

LearnLux offers the best value in financial wellbeing benefits at the most competitive price. Request a quote for more details.
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

LearnLux

Founded

2014

Country

United States

Website

learnlux.com

Vendor Details

Company Name

Planswell

Founded

2015

Country

Canada

Website

planswell.com

Product Features

Product Features

Alternatives

Alternatives

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