An effective new solution to help employers offer financial wellness as a benefit.

A revolutionary new financial wellness and planning platform for everyday people that is effective, continuous and affordable.

Over time, Neontra will help decrease employee stress and anxiety related to personal finance and money matters to help them become happier and return to productivity at work.

For Financial Institutions looking to keep pace with their clients' changing expectations, Neontra's innovative and customer-centric solution can enhance both their products and services.

Provide a comprehensive, client-focused, precise, safe financial planning digital-first service that helps clients reach their specific financial goals. Collaborative planning for cash flow, budgets, goals, insurance and portfolio needs.

Manage the full scope of your client's assets and liabilities. Collaborate and help clients manage their cash flow, budgeting, portfolios and insurance from all their financial institutions.

Neontra can be personalized to provide a fundamental understanding of personal finance and financial literacy concepts in a modern, interactive digital format.
Learn about:

• Budgeting and saving
• Consumer credit
• Financial goals
• Loans and debt
• Insurance
• Investments and retirement

Insurance companies seeking to adapt to their clients' evolving needs can leverage Neontra's customer-engagement and fulfillment InsurTech solution. Neontra can help partners enhance their product and service delivery, build stronger client loyalty and capture a greater share of wallet.