HelloWallet was acquired by Morningstar in 2014, it is a web and mobile application that provides financial guidance to help employees maximize their benefits and take control of their finances. It also improves the performance of organizations by providing independent guidance that aligns corporate spending with human capital needs.
PRODUCTS & SERVICES:
Savings and debt guidance tool.
HelloWallet helps employees make the most of their paycheck and benefits and helps employers meet the needs of their workforce.
Viewable by subscribers only
It has around 20+ customers Salesforce.com, United Technologies, Vangaurd , Sports Authority, Rice University, Heinz, etc
Community Builders, Inc, Emerging Markets, Inc, EARN , Bank on Louisville, IAVA.
HelloWallet offers suggestions to delay spending, reduce their goal amount or increase savings contributions to reach their goal on time.
HeloWallet features retirement planning tool that helps employees model and work toward specific retirement outcomes.