Key Features
Content Library
- 5,000+ pieces of content including articles, videos, games, calculators, downloadable resources, and interactive courses
- Morningstar investment education content
- Support for more than 20 languages
- Ability for organizations to add their own materials to the program
Personalization & Assessment
- Financial Wellness Checkup assessment (starting point for user journey)
- Personalized content recommendations based on user goals and needs
- Personalized monthly tasks
- Your Money Personality™ financial assessment
- Stress score evaluations
Engagement & Interactivity
- Gamification elements, contests, and rewards
- Interactive activities designed in 3-5 minute modules to maintain engagement
- Ask Earnie™ AI companion for real-time assistance (can be white-labeled)
Integration Capabilities
- Seamlessly incorporate curated content into your digital platforms through Enrich Content Solutions
- Single sign-on (SSO) integration
- LMS integration
- API integration
- Microsoft Teams (MS365 Suite) integration
Customization & Branding
- Full white-labeling options (branding, colors, logos, URLs)
- Custom domain capability
- Fully responsive platform (desktop and mobile)
Reporting & Analytics
- Activity data tracking and usage metrics
- Self-reported behavioral data collection (savings rates, retirement contributions, financial stress levels)
Educate.
Empower.
Activate.
Our call-to-action functionality is where education turns into impact. By delivering timely, personalized prompts at key moments, the platform moves users beyond awareness to real-world behavior change. We educate by clarifying what matters and why, empower by making the next step simple and achievable, and activate by guiding users to take meaningful action in their daily lives. This intentional progression transforms insight into engagement—and engagement into lasting outcomes.