Built for growth
A platform built to help you grow your 401(k) business.
A Complete Financial Wellness Suite
The simplest way for you to provide personalized support to each participant.
Exceed Client Expectations
With Wallet1000 you deliver to your clients:
- A complete financial wellness platform
- Ongoing participant engagement
- A financial plan for every employee
- A dashboard to track participant interactions
- A low cost way to further take care of their employees
Provide Positive Participant Outcomes
Every participant gets a full financial plan which includes:
- Savings plan
- Retirement plan
- College savings plan
- Insurance report
- Financial timeline
- Daily or weekly progress emails
- Ongoing content customized to their unique situation
Simple Process - Exceptional Results
Wallet1000 provides a web-based financial portal for 401(k) plan participants. We provide you a link to send to participants. They will open the link and with a simple series of questions the participant will have a personalized financial plan with scheduled emails that will keep them on budget and making progress towards their financial goals.
When you meet with them, or when they call, they will already have a financial plan they can share with you and they will be able to ask better questions. And you will be able to deliver a higher level of service.
- Participant opens link
- Short set of questions
- Personalized financial plan
- Educational email courses
- Actionable financial wellness steps
- Engaged participants. Happy clients.
Features for 401(k) advisors
Unlike other financial wellness platforms, Wallet1000 was built by 401(k) industry veterans. We know what features are important to you and your business.
The financial wellness portal, reports, and email courses all have your firm's branding.
Quantify the difference you make in plan reviews and proposals.
Unlimited use of our library of participant reports, handouts, and personal finance courses.
Every participants' financial wellness stats and past communications at your fingertips.
Actionable reports to improve engagement, financial wellness, and to use in plan reviews.
All participant content available in both English and Spanish with more languages forthcoming.
Capture all emails and make your compliance officer happy.