EMPLOYERS
A financial fitness program that complements your company culture
We’re bringing employees and financial planners together to give all workers access to professional financial advice.
WHY FIDVISOR
Attract & retain talent by enhancing your financial health benefits
Given inflation and current economic challenges, it’s no surprise that workers are prioritizing employers that consider their financial health. Expand your benefits programs and keep your employees happy by offering personalized financial and retirement planning assistance from top financial professionals.
what we do
Fidvisor offers a unique financial advice on-demand program that helps your company show a sincere interest in your employees financial wellness.
HIGH IMPACT BENEFITS
Make a real difference in your employee's health and wellness
Giving your employees on-demand access to wealth management experts can help them achieve their financial goals, while improving your workplace culture.
- Increase the financial confidence of your team
- Reduce employee stress and improve mental health
- Boost morale, motivation and productivity
- Reduce absenteeism
HOW IT WORKS
Increase awareness, adoption and engagement of your benefits programs
Fidvisor helps you measure the effectiveness and perceived value of your benefits programs by collecting feedback from employees. Our employer dashboard gives you insight into:
- The engagement of all your benefits
- Employee satisfaction of benefits and advisor calls
- Reports on employee goal achievement
- Employee financial mindset
PRICING
An affordable financial wellness program
Fidvisor offers a monthly subscription model, so you only pay for the employees who join.
How Fidvisor works
Fidvisor simplifies the connections between the advisor, the employee and the employer.
EMPLOYERS
You add your employees & benefits programs
ADVIs0RS
We add fiduciary financial advisors
EMPLOYEES
We invite your employees to join and match them to an advisor
