Meet Incentive®
An award-winning* app that benefits advisors, plan sponsors, and participants.
Learn MoreAn administrative portal that puts YOU in control:
Invite participants to the app
Understand what matters to participants
Drive decisions through data
Demonstrate value to plan sponsors
2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"
Introduce financial planning at scale. Deliver personalized target plans based on top areas of financial health.
Offer access to education that is timely and relevant to users.
Stimulate action with spending challenges that positively impact users' financial behaviors through key insights.
Users can connect with your firm with just a tap of a button. The app keeps the advisor front and center throughout the experience.
Retirement Advisor Inquiries
* 2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"
Services provided by Incentive® are not intended to provide legal or tax advice and should not be construed as personalized investment advice.
Incentive is designed to help you:
Introduce employees to financial planning with a personalized target plan
Offer a financial wellness tool that goes beyond education
Positively impact financial behaviors through spending challenges
2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"
All participants have access to a personalized target plan based on top areas of financial health.
Offer access to education that is timely and relevant to users.
Stimulate action with spending challenges that positively impact users' financial behaviors through key insights.
Give employees access to the financial wellness guidance they need with a financial professional just a tap away.
* 2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"
Services provided by Incentive® are not intended to provide legal or tax advice and should not be construed as personalized investment advice.
Incentive offers you:
A personalized target plan that gives you insight into key areas of financial health
Access to a financial professional right from the app
Education on topics that are relevant to you
Spending challenges that help you take action towards your goals
2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"
Take control of your financial health through a personalized target plan.
Receive timely and relevant financial education right at your fingertips.
Gain insight and cultivate positive financial behaviors by taking fun challenges.
Contacting your advisor or scheduling an appointment is easier than ever.
* 2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"
Services provided by Incentive® are not intended to provide legal or tax advice and should not be construed as personalized investment advice.
