Many employers offer different saving vehicles to accommodate a large workforce with different financial objectives. While flexibility can be beneficial, it often leads to employee confusion regarding the optimal utilization of diverse saving options. We build optimization algorithms to generate insights based a member’s unique goals and objectives.
The fusion of machine learning to predict user behavior and behavioral finance to provide subtle guidance enables the generation of data-driven insights at different stages of retirement journey.
For most individuals, optimizing across various saving vehicles poses a highly challenging task. While certain employers offer financial advice through their wellness programs, many rely on their HR teams to convey intricate financial information to employees. By simulating decision impacts and generating optimized insights, individuals are equipped to have more meaningful conversations with HR teams or financial advisors, resulting in better financial outcomes.
We are a remote first company headquartered in Toronto, Canada.
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