AI TOOL PROFILE
Your Money Line: Employee Financial Wellness Program
- Finance and Accounting
- Employee Engagement
- Small Businesses
- Mid-Market Companies
- Enterprise Companies
- HR Managers
- Healthcare Organizations
- Educational Institutions
Pricing
The service is free for employees and is priced on a per-employee-per-month (PEPM) basis for employers. Pricing varies based on company size and package.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Enterprise Companies, HR Managers, Healthcare Organizations
- Key use cases
- Employee Debt Management, Budgeting and Spending Support, Company Benefit Expansion, Financial Literacy Training
- Official website
- Visit your money line official website
How AI is used
Your Money Line is a financial wellness benefit for employers to offer their workforce. It combines a digital app with access to certified financial coaches to help employees manage spending, track goals, and navigate financial challenges.
The platform is available for businesses including those in healthcare and education. It provides employees with a confidential space to receive financial guidance without product sales pressure.
Key components include AI-driven budgeting insights, credit monitoring, and on-demand education. For employers, the platform includes a dashboard to monitor program usage and impact while protecting individual employee privacy.
Buyers should confirm current per-employee-per-month pricing and whether add-ons, such as identity protection and Single Sign-On (SSO), are required for their organization.
Key Features
1:1 Financial Coaching
Access to certified financial guides via phone, chat, email, or text for personalized guidance.
AI Budgeting and Insights
Software tools that track spending and provide suggestions to help improve finances.
Credit and ID Monitoring
Tools to track credit reports, monitor for threats, and receive suggestions for credit improvement.
Financial Education Courses
On-demand courses, webinars, and articles covering financial literacy topics.
Tax Filing Services
Federal and state tax filing services available within the platform.
Employer Dashboard
A tool for HR leaders to monitor program engagement and usage metrics.
Personalized Money Podcast
Short, weekly audio reviews of an individual's spending, credit, and goals.
Use Cases
Employee Debt Management
Helping employees navigate student loan forgiveness processes, such as PSLF.
Budgeting and Spending Support
Supporting staff in identifying spending habits and building budgets via AI tools.
Company Benefit Expansion
Adding a financial wellness resource to an existing HR benefits package.
Financial Literacy Training
Providing on-demand financial education to support long-term stability.
FAQ
How is Your Money Line priced for businesses?
- It uses a per-employee-per-month (PEPM) pricing model for employers, while the service is free for the employees.
What certifications do the financial coaches hold?
- The financial guides hold degrees or certifications as Accredited Financial Counselors (AFC) or Certified Financial Planner (CFP) practitioners.
Does the platform help with student loans?
- Yes, the program helps employees navigate the public service loan forgiveness (PSLF) process, particularly in healthcare and education sectors.
Source category: Finance & Accounting
Source subcategory: Employee Engagement
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