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.
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.
Rich in features, knowledge, and possibility.
Employees can take advantage of product bonuses, rate discounts on lending products, and manage their contributions.
With quick and in-depth views of SoFi and connected financial accounts, employees can quickly see their financial standing.
It’s all here and easy to use—from navigating debt to budgeting for retirement, making informed financial decisions is easier now.
Employees enjoy complimentary access to estate planning tools, SoFi Financial Planners, Edmit Plus, and Ladder Life Insurance.
Thousands of articles and videos answer the burning financial questions your employees have—and some they never thought to ask.
Employees can get guides on current financial matters and a daily financial news podcast featuring SoFi staff and guests.
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.