Better for Business: Don’t let financial stress get in the way of your employees’ best work. With fewer distractions, your teams can be more productive and engaged, helping your organization boost retention and its bottom line.
Better for Employees: No two employees’ financial needs are the same. We offer a range of solutions designed to address the diverse needs of your workforce to help meet their financial goals.
Our Financial Wellness offering takes a multi-channel approach, leveraging cutting-edge technology and personal guidance, to encourage employees to take control and get the support they need, wherever they are on their financial journey.
Seamless onboarding. Maintenance without the hassle.
Design | Getting to Know Your Company
We dig deep to learn your organization’s goals and integrate with your existing benefits. From there, we create a customized and comprehensive program that includes:
Launch | Educating and Driving Engagement
We educate your employees and inspire them to take charge of their finances by providing:
Ongoing Engagement | Reaching Short- and Long-Term Financial Goals
We help you assess and address the financial concerns of your employees by providing:
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Discover trends, insights and strategies for developing a more financially confident workforce.
(1) Through My Secure Advantage
(2) Gradifi solutions are provided by E*TRADE Financial Corporate Services, Inc., a subsidiary of Morgan Stanley.
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Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.
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