Neontra for Employers

Financial Wellness Starts Here

For Employers

A Modern Approach to Employee Financial Wellness

Neontra is a Financial Wellness benefit that helps your employees feel confident and in control of their money.

Subway map illustration showing the employee journey to financial wellness Enrollment Budget Mastery Debt Management Savings Goals Home Ownership Investing 101 Wealth Building Financial Freedom

The Impact

Your Employees May Be Struggling With Their Personal Finances

Managing personal finance is hard. It’s easy to become stressed and overwhelmed, and your employees bring that stress to the workplace where it shows up as lost focus, absenteeism and lower productivity.

Dashboard illustrating the negative correlation between high financial stress and workplace productivity Workplace Impact Analysis Financial Stress Level Employee average reporting CRITICAL Focus & Productivity Last 30 days -18% Absenteeism Unplanned time off +24%

Lost Focus

  • Financial anxiety consumes mental bandwidth, pulling attention away from critical daily tasks and long-term projects

Absenteeism

  • Employees dealing with severe financial stress are more likely to take unexpected time off to manage personal crises

Lower Productivity

  • The compounding effect of stress and distraction results in a measurable drop in overall team output and morale

Features

Help Your Employees Understand, Plan and Manage Their Finances

It starts with a clear, 360° view of their financial data — all in one place. It’s like giving your employees their own personal financial assistant.

Comprehensive Tools

  • Neontra makes it easy to track spending, create a budget, manage debt, and monitor investments securely.

Goal Achievement

  • Personalized insights and planning tools help each employee reach their unique financial goals.

Major Milestones

  • Whether that’s paying off debt, saving for a new home, or planning for a comfortable retirement.

Ready to empower your team?

Discover how Neontra can seamlessly integrate into your current benefits package.

Request a Demo

How It Works

Everything Your Employees Need to Achieve Financial Wellness

Live Seminars

Live Seminars and Q&A Sessions delivered by financial experts.

1-on-1 Coaching

1-on-1 financial coaching available with Industry Professionals.

Neontra App

Unlimited, fully-supported use of the Neontra app.

Employer Dashboard

Employer Dashboard providing company-wide metrics on employee Financial Wellness.

Security

Secure & Trusted

Your employees can feel safe knowing their personal financial data is always protected with bank-level security.

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Bank-Level Security

  • We are fully SOC2 certified, adhering to the exact same rigorous security standards required for major banks.

Absolute Privacy

  • Employee financial data is strictly confidential. We never share personal information with employers or third parties.

No Product Pushing

  • We do not sell financial products or run ads. Our sole focus is improving the financial wellness of your team.

Pricing

Affordable Financial Wellness

Neontra For Employers is heavily discounted, providing an affordable way to support your entire team.

Corporate Volume Discount

Up to 85 % OFF

Compared to individual retail plans. Equip your workforce with premium financial tools at a fraction of the cost per employee.

Unbeatable Value

  • Deliver top-tier financial planning software to your team without breaking your HR benefits budget.

High ROI

  • The low cost per employee is quickly offset by reductions in financial stress-related absenteeism and turnover.

Scalable Structure

  • Whether you have 50 employees or 5,000, our corporate pricing scales predictably as your organization grows.

Planning & Benefits

Helping your employees feel happier, healthier and more productive

Equip your workforce with comprehensive financial planning tools to set goals, map their future, and achieve lifelong financial wellness.

Custom Goal Setting

  • Employees can define and track personalized financial milestones
  • Automated tracking keeps progress up to date effortlessly

Future Forecasting

  • Visualize long-term wealth building and scenario test for retirement
  • Empower smarter everyday decisions through future impact analysis

Workplace Wellness

  • Reduce financial stress, boosting day-to-day employee productivity
  • Stand out as an employer of choice by prioritizing financial health

Ready to empower your team?

Discover how Neontra can seamlessly integrate into your current benefits package.

Request a Demo

FAQ

Frequently Asked Questions

Why do my employees need Neontra?

Your employees may be struggling with stress and anxiety related to personal finance, leading to lost focus and reduced productivity at work. Neontra helps your employees feel confident and in control of their personal finances.

How will my employees use Neontra? Is participation passive (set-and-forget) or active?

Employees can choose how they use Neontra: they can automatically sync their accounts (set-and-forget) or manually input financial data (active). Neontra provides your employees with consistent insight and feedback that helps improve financial literacy, leading to a deeper understanding of personal finance. Over time, and with regular use, Neontra becomes part of everyday financial life.

Will you provide us with employee participation data?

Yes, we provide employers with a dashboard displaying how your employees are engaging with Neontra. Employee financial data is not available in the dashboard.

What kind of support is provided to my employees?

Neontra provides employees with 24/7 email-based support.

Privacy of my employees’ data is essential. Is Neontra compliant with privacy regulations?

Yes, we are SOC2 certified for the Privacy and Confidentiality trust principles. No-one has access to your employees’ financial data, and should an employee no longer wish to use Neontra their Personally Identifiable Information (PII) is deleted.

How will Neontra be rolled-out to my employees?

Roll-out starts with an interactive “lunch and learn” session with employees. We demonstrate how Neontra works, discuss benefits of participation, and answer any questions employees may have. A follow-up session addresses questions, concerns or problems employees may be experiencing, with the goal of encouraging participation. We also offer, as an added benefit, Q&A sessions with industry experts who are available to meet with employees and discuss topics related to personal finance.

How is my company protected from issues that may happen to Neontra (for example: a security breach)?

Neontra is SOC2 certified for the Security, Privacy, Confidentiality and Availability trust principles. SOC2 certification ensures that Neontra is designed, implemented and operated in a manner consistent with best practices to safeguard employee financial data. In addition, Neontra never stores critical financial data (e.g. bank account numbers, passwords) which means that in the unlikely event of a breach, your employees’ financial data is never at risk.