Financial wellbeing platform

Fidelity’s global platform is designed to help people feel more in control of their money.
It gives employees the knowledge, tools, and confidence they need to make better financial decisions—so they can build stronger futures, one step at a time.

Service summary

Simple online assessments

that help employees understand where they stand with budgeting, debt, savings, and protection.

Clear, accessible learning content

to guide employees toward smarter choices and healthier financial habits.

Insightful reporting

that gives you a real view of your workforce’s financial health—and where they may need extra support.

Available in 12 languages

(by Q1 2023), making it easy for teams around the world to engage.

Optional localisation and customisation

to fit your organisation’s needs.

No personal data collected

supporting global compliance and peace of mind.

One flat rate per organisation

keeping everything straightforward and predictable.

Our wellbeing team is ready to support you with answers and tailored service proposals. Complete the contact form and you’ll receive a response from one of our expert.

Financial wellbeing platform

Service summary

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