Financial wellness is all about taking control of your money, which may look different to everyone. For some, it means having a savings account to cover emergencies, while others may focus on wealth preservation and legacy planning. Financial wellness platforms and advisors work with individuals to evaluate their personal objectives and help achieve financial goals. The following resources can be a great start for companies or individuals who are interested in exploring financial wellness programs.
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Financial Planning Software
We are integrated with several personal finance account aggregators. Feel free to reach out if you would like to connect your RPG account with other financial software.