financial fitness done differently!
Connecting employees to financial advisors, on-demand
Fidvisor is an innovative fintech platform that matches your employees to a certified financial planner, to help them understand and engage with their workplace benefits and guide them through the financial stages of their life.
putting people first
A financial program that your employees will love
Fidvisor is an exciting new fintech platform that makes professional financial advice available to everyone. Enhance your benefits programs with trusted experts who can help your employees:
- Gain a deeper understanding of their benefits
- Make smart choices during benefits setup
- Save money and become more financially confident
- Create a financial plan to achieve life goals
- Save, plan and track retirement readiness
what we do
We offer financial peace of mind by connecting employees to a certified financial planner that always puts their best interests first.
financial fitness
Hire and inspire talent to stay, with on-demand access to financial advice
Great benefits are essential to attracting and retaining top talent. Giving employees access to personalized financial advice when they need it, can really boost your reputation as an employer.
- Stand out in a competitive job market
- Accelerate benefits awareness and engagement
- Get help with explaining your benefits programs
- Measure the engagement and value of your benefits
74% of workers would leave their job for an employer with better financial benefits
Employee Benefit New, Arizent Research, 2023
Employees get personal financial advice on-demand
Get matched to an advisor, book meetings, join video calls and build a shared plan with your advisor.
Advisors are connected with new clients
Advisors get an integrated dashboard to access benefits data, view employee profiles, create client plans and track their progress.
The easiest way to get trusted financial advice
We’re paving the way to make money management available to the masses, through an innovative technology platform.
Employers have support in explaining and measuring benefits engagement
View aggregated data and employee feedback to track benefit utilization and employee progress.
Secure, innovative collaboration
Fidvisor simplifies the connections between the advisor, the employee and the employer.
Source: Nearly half of baby boomers have no retirement savings, May, 2023 Average American Household Debt in 2023: Facts and Figures,
Enhance your employee's financial fitness
One to one expert financial advice
Expert advice helps employees feel informed and in control of their financial wellness.
Increase benefits engagement
Accelerate adoption, deepen knowledge and measure the engagement of all your programs.
Improve employee productivity
Help employees achieve their financial goals to decrease stress and improve productivity.
Optimize your benefits plan
Get help from the experts to explain your benefits, so employees make appropriate plan selections.
Meetings on-demand
Employees can build a trusted relationship with advisors, with access to advice when they need it.
Personalized financial goals
Employees can set and track their financial objectives, retirement goals and benefits usage to save time and money.
