BrightPlan

Financial Wellness and Wealth Management

Take control of your finances using BrightPlan for personalized financial guidance, tracking your goals, and making a plan based on your unique situation to thrive! This employer provided benefit helps reduce financial stress and build your confidence when it comes to money. BrightPlan’s offerings may vary by country and employer.

Learn: BrightPlan Academy offers tailored educational resources, including articles and live/on-demand sessions, focused on your financial needs. We prioritize your goals—no selling, just support.

Plan: You're not alone. The BrightPlan digital Financial Wellness Coach™ and new AI Coach provide personalized 24/7 support to help you achieve your financial goals with controlled content.

Manage: Visibility is a key ingredient to navigating your financial situation. Review your budget, monitor your spending, and see all your accounts in one dashboard.

Invest: BrightPlan provides goals-based investment guidance based on your personal risk tolerance and goal parameters.

Secure: BrightPlan ensures your data is private and secure, never shared with employers or third parties, sold, or used for marketing. We follow best practices and hold security certifications to protect your information.

Fiduciary Excellence: BrightPlan is a registered investment advisor and legally required to act in your best interests – our certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards.

Disclaimers:
BrightPlan LLC is an SEC registered investment adviser that may offer investment advice to U.S. residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. By using this application, you accept our Terms of Service (https://www.brightplan.com/terms-of-service), Privacy Notice (https://www.brightplan.com/privacy-policy) and, in the United States, Investment Advisory Agreement (https://www.brightplan.com/investment-advisory-agreement). © 2025 BrightPlan LLC