Advisors Can Help More People and Grow Business with One Financial Wellness App

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Meet Incentive®

An award-winning* app that benefits advisors, plan sponsors, and participants.

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A scalable financial wellness tool that helps differentiate you from the competition

 

An administrative portal that puts YOU in control:

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Invite participants to the app

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Understand what matters to participants

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Drive decisions through data

Demonstrate value to plan sponsors

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fintech breakthrough awards

2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"

Create Target Plans

Introduce financial planning at scale. Deliver personalized target plans based on top areas of financial health.

Provide Financial Education

Offer access to education that is timely and relevant to users.

financial education material such as 'making the most of your RMD vacation' and 'thinking of moving in retirement?'

Challenge to Spend Less

Stimulate action with spending challenges that positively impact users' financial behaviors through key insights.

Engage with Users

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

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alert iconAt this time, Incentive is only available for Retirement Advisors. Check with your company's HR team for more information.

* 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.

Help improve your employees’ financial wellness with one tool

 

Incentive is designed to help you:

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Introduce employees to financial planning with a personalized target plan

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Offer a financial wellness tool that goes beyond education

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Positively impact financial behaviors through spending challenges


fintech breakthrough awards

2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"

Offer Target Plans

All participants have access to a personalized target plan based on top areas of financial health.

Provide Financial Education

Offer access to education that is timely and relevant to users.

financial education material such as 'making the most of your RMD vacation' and 'thinking of moving in retirement?'

Challenge to Spend Less

Stimulate action with spending challenges that positively impact users' financial behaviors through key insights.

Access to a Financial Professional

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.

No matter where you are on your financial journey, Incentive can help

 

Incentive offers you:

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A personalized target plan that gives you insight into key areas of financial health

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Access to a financial professional right from the app

education

Education on topics that are relevant to you

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Spending challenges that help you take action towards your goals


fintech breakthrough awards

2021 Fintech Breakthrough Award winner for "Best Wealth Management Product"

Receive a Target Plan

Take control of your financial health through a personalized target plan.

Access to Financial Education

Receive timely and relevant financial education right at your fingertips.

financial education material such as 'making the most of your RMD vacation' and 'thinking of moving in retirement?'

Challenge Yourself to Spend Less

Gain insight and cultivate positive financial behaviors by taking fun challenges.

Engage with an Advisor

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.