Financial Wellness


A customizable solution for organizations to empower their employees by making their finances a source of wellness – and not a source of stress.


Enhancing Financial Wellness enables your workforce to do their best work.


Better for Business
A workforce with less financial stress means a more productive, engaged and potentially healthier organization, boosting your company’s employee retention and bottom line.
Better for Employees
No two employees’ financial needs are the same, which is why we offer a range of solutions designed to address the spectrum of topics your employees require to meet their financial goals.

Improving the Financial Well-being
of Your Employees

Our solution takes a multi-channel approach, where high-tech meets high-touch support, to encourage employees to take control and get the support they need, wherever they are on their financial journey.

Digital Portal
Provides access to a digital experience beginning with a financial wellness assessment to measure each employee’s financial fitness and match the results with personalized education and resources.
Financial Education
Helps employees make better decisions through engaging employee education – including onsite seminars and webinars covering a range of financial well-being topics.
Financial Guidance
Delivers actionable guidance unique to each employee to help achieve personalized goals through one-on-one consultations with a dedicated Morgan Stanley Financial Advisor or financial coach*.
* Financial coaching services are provided through our partnership with My Secure Advantage.

Let the Journey Begin

We Make Program Onboarding and Maintenance Hassle-Free.

Design
Launch
Ongoing Engagement
Getting to Know Your Company
During the design phase, we dig deep to understand your organization’s goals and objectives, taking thoughtful consideration on how to best integrate with your existing benefit offerings. From there, we create a customized, comprehensive program that begins with:

  • A digital portal for your brand and specific needs
  • A financial wellness curriculum calendar and associated communication campaigns
The Morgan Stanley Financial Wellness Experience
Our goal is to ensure every employee gets the most from their Financial Wellness experience.
Design
Getting to Know Your Company
During the design phase, we dig deep to understand your organization’s goals and objectives, taking thoughtful consideration on how to best integrate with your existing benefit offerings. From there, we create a customized, comprehensive program that begins with:

  • A digital portal for your brand and specific needs
  • A financial wellness curriculum calendar and associated communication campaigns
Launch
Educating and Driving Engagement
Our program will inform, educate and inspire your employees to take charge of their daily finances and start planning for their future. This includes:

  • Employee- focused communications showcasing the program benefits and how to get started
  • Digital and in person education on financial wellness topics to drive behavior change
  • One-on-one support that helps employees take the next step through meeting with a dedicated Morgan Stanley Financial Advisor or Financial Coach*

* Financial coaching services are provided through our partnership with My Secure Advantage.
Ongoing Engagement
Helping Companies and Employees Reach Their Short and Long-term Financial Goals
We help you assess and address the financial concerns of your employees and work within your existing benefits framework during key times of year to deliver a comprehensive program that drives engagement with important initiatives. We provide:

  • Access to tailored solutions so employees can take action and leverage the resources most pertinent for them
  • Communication campaigns that alleviate the burden on your benefits / wellness teams to drive utilization
  • Quarterly reporting on engagement metrics and financial wellness insights that show progression and areas for improvement to your leadership

Connect with Us

Learn more how we can help your organization. Fill out the form below and a representative will get back to you.







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