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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Our enthusiasm lies in partnering with clients to guide them towards optimal decisions that align with their distinct cultures and business requirements. A deeper understanding of your organization and what is important to your dedicated employees leads to improved decision-making. Achieving this level of insight necessitates both time and collaboration. What benefits can you expect from this process? With the expertise of our seasoned professionals and the support of advanced technology, we empower you to make informed choices that yield superior results. Ensuring that you have timely access to pertinent information is crucial for identifying the best solutions tailored to individual employee requirements. Our experience shows that when employees are equipped with effective education, timely resources, and an integrated BenefitSpot™ benefits dashboard, they become more adept at making informed choices related to their personal situations. Ultimately, improved decision-making leads to favorable outcomes and mitigates risks. By taking the time to understand the nuances of each client and their workforce, we are better positioned to foresee client needs and respond proactively. This commitment to understanding not only strengthens our partnerships but also enhances overall organizational success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SoFi Yes 

Integrations

SoFi No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2 per month
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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 No 
Live Training (Online) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

SoFi

Founded

2011

Country

United States

Website

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

Vendor Details

Company Name

TRI-AD

Website

www.tri-ad.com

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

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