Solution introduction
A Digital Platform With A Human Touch
BrightPlan pairs our digital platform with face-to-face access to experienced financial planners without any additional fees
Financial planners
- Personalized advice from experienced financial planners trained in your company’s benefits and equity compensation offering
- Unlimited access to financial planners held to the fiduciary standard
- Employees have the option to work with a dedicated financial planner or the first available
- Financial planners are full-time employees (either of BrightPlan and its sub-advisors or an in-country financial advisory firm), subject to in-country regulations and compliance programs for your peace of mind
- Employee data stays in BrightPlan and financial planners work in conjunction with the digital app to provide guidance
- Financial planners provide advice based on real-time data in BrightPlan
- Global support through in-country financial planners
- More than 55% of financial planners are women or people of color
