Employee financial well-being made easy.

The SoFi at Work Dashboard is a financial well-being solution for your employees. It’s easy to implement and administer—and that’s a benefit anyone can appreciate.

What is the SoFi at Work Dashboard?

It’s the central hub
for financial well-being

Whether meeting with SoFi Financial Planners, managing student loan debt, monitoring credit scores, or just browsing the vast array of educational content, the Dashboard helps your employees achieve their financial well-being.

The road to success
requires more than money.

Achieving financial well-being requires a holistic approach that considers more than just retirement goals. This is why the Dashboard is built around three core pillars—financial benefits, financial solutions, and financial education.

Take the tour.

Rich in features, knowledge, and possibility.

Benefits and bonuses

Employees can take advantage of product bonuses, rate discounts on lending products, and manage their contributions.

Personal finances

With quick and in-depth views of SoFi and connected financial accounts, employees can quickly see their financial standing.

Financial tools

It’s all here and easy to use—from navigating debt to budgeting for retirement, making informed financial decisions is easier now.

Financial planning

Employees enjoy complimentary access to estate planning tools, SoFi Financial Planners, Edmit Plus, and Ladder Life Insurance.

Educational resources

Thousands of articles and videos answer the burning financial questions your employees have—and some they never thought to ask.

News and insights

Employees can get guides on current financial matters and a daily financial news podcast featuring SoFi staff and guests.

Unlocking the benefits is easy.

Our turnkey implementation requires just a few pieces of information about you and your employees. We also help engage, onboard, and support your employees in their journey to financial well-being.


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