Better service
More revenue
Built for growth
A platform built to help you grow your 401(k) business.
Better service
A platform built to help you grow your 401(k) business.
The simplest way for you to provide personalized support to each participant.
With Wallet1000 you deliver to your clients:
Holistic financial education that is easy enough for everyone to use to help them achieve their personal financial goals.
Your participants will regularly receive actionable educational content that helps them take their next steps towards a successful financial future.
Every single one of your participants will receive a personalized financial plan which plan sponsors will love and few of your competitors can deliver.
With the participant metrics that matter at your fingertips, you will be able to scale your participant services as your business grows.
Providing world-class financial education and planning does not have to be expensive. Deliver a great experience that fits in your budget and theirs.
Every participant gets a full financial plan which includes:
The budget is the foundation on which every household's financial plan stands.
Having a plan on paper helps households escape debt and provides them a better future.
Ensure that current retirement savings are sufficient to provide desired income during retirement.
Find a savings rate that exceeds the rate that the cost of attending college is increasing.
Ensure that disaster does not derail a household's financial goals.
The future of a family's finances based on their current budget and saving rates.
Helping an individual maintain focus on their financial goals by sending them regular emails that detail their progress and next steps.
Show a participant the content that is relevant to them at that moment of their personal financial journey.
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.
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 additional languages forthcoming.
Capture all emails and make your compliance officer happy.
Start today
$249 /month
Everything you need to power your financial wellness program today.
Enter your contact information and we will reach out and explore how Wallet1000 can help you grow your 401(k) business.