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Financial Health

2 minute read

Financial wellness is one of the eight dimensions of wellness

Neontra is a compounding journey not simply a short-term financial PFM budgeting tool.


Our goal is to tackle the root cause of someone's financial insecurity, lifting them out of financial trouble and helping them build broadly towards financial wellness and then maintain it in the long term.


Allowing all employees regardless of their compensation to shake off feelings of financial vulnerability and move beyond ‘just coping’ to feelings of control allowing them to start planning for the future.


Neontra provides a set of smart digital tools to help your members offer financial wellness. Deepen member engagement and empower their staff regardless of their salary or defined benefits.


We solve your most pressing needs

Comprehensive Financial Wellness

  • From retirement planning and investment strategies to budgeting, goal planning and saving, Neontra provides a broad range of financial wellness tools. Benefit employees have access to tools and insights that will help them plan for a better financial future.

Customized Solutions

  • We understand that every company has unique goals. Our fast, frictionless integration through SaaS service delivery ensures employees receive the proper support and education.

Convenient Financial Wellness

  • Employees can use the platform at their own time, pace and comfort level on the web or our mobile apps 24/7 for customized and personalized content.

Independent Financial Benefit

  • Neontra is independent and not a bank or advisor. We do not sell any financial products. Employees gain confidence from a truly independent benefit.

A modern digital experience is important to Benefit members

  • Neontra interfaces (mobile, web) can be customized and are intuitive, with easy-to-use charts, graphics and visualizations.

Wellness benefit portals are expensive

  • Neontra offers an affordable subscription-based digital service. No up-front costs, no hidden fees.

Measure program success can be difficult

  • We assist you in monitoring the efficacy of our financial wellness program in addition to offering it. You can learn how members interact, engage and benefit with key metrics.

Offer Financial Wellness quickly and at scale

Our white label, partnership and API solutions provide the ability to integrate across multi-platforms and systems like human resource platforms, benefit systems or employer portals. Partners can launch our innovative services and products quickly, saving expensive integration and time-to-market costs.


Please get in touch with us at partnerships@neontra.com to learn more.

Other Services:

Financial Wellness for Employers

Measurable Impact

Banks & Credit Unions

Transformative Digital Services

Financial Advisors

Comprehensive Financial Planning

Wealth Managers

Competitive Advantage

Educators

Personalized Financial Education