New BrightPlan portal provides empathetic support during critical life events

New advisor portal enables global, retirement readiness and survivor support

In an age of economic uncertainty, it’s more important than ever to provide comprehensive financial wellness benefits to employees. BrightPlan, a leader in this field, has launched new service offerings and an Advisor Portal that enables HR teams to provide empathetic support for critical life events and give employers a competitive edge in attracting, retaining and engaging talent.

Global business support

The new service offerings include global country support, retirement readiness, and survivor support. The platform combines a digital solution with in-country financial planners to provide employees with the holistic financial and employer benefit support they need to address key areas of concern, such as debt reduction, emergency readiness, estate planning and more. Additionally, the new Advisor Portal gives financial planners access to relevant employee financial information, saving time and improving the overall planning experience.

“We’re grateful to our customers for their continued partnership and are pleased to be able to support them in a more holistic manner with our new service offerings that enable them to guide employees during critical moments,” said Marthin De Beer, founder and CEO of BrightPlan.

Supporting top talent

As HR teams look for new ways to support their workforce and drive talent acquisition and retention, they are increasingly providing employees with the financial confidence to meet important life goals such as retirement and supporting them through emotional journeys and financial complexities. BrightPlan’s comprehensive financial wellness solution addresses these needs and provides a consistent experience for global employees of US-based employers.

“We have been working closely with BrightPlan to enable a more cohesive and seamless associate experience,” said Lindsay Madaras, Sr. Manager, Associate Well-being at Bread Financial.

“The new BrightPlan service offerings, such as Survivor Support, are another clear indication of how they listen intently to customer needs and deliver targeted solutions that help HR teams support associates through financial, emotional and administrative challenges following the loss of a loved one.”


BrightPlan’s 2022 Wellness Barometer Survey found that 88% of employee respondents expect their employers to provide the tools and resources to help them with their finances. With its new service offerings and Advisor Portal, BrightPlan continues to drive innovation in support of its customers’ needs and empowers employers and HR leaders to offer empathy, relevance, and unparalleled expertise in supporting employees’ financial journeys and overall wellbeing.

To learn more about BrightPlan’s new service offerings and Advisor Portal, visit the service offerings webpage.

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