πŸ™‹help guide

TIPS:

Simply browse through the guide we've provided or use the search feature to quickly find the specific topic you're looking for.

Each section is designed to be comprehensive yet easy to follow, ensuring you can get set up in no time and help you navigate the platform to get the most out of your experience.

we want to make your journey with us a successful one! πŸš€

Prepare to transform how you communicate team benefits with our comprehensive program designed to boost financial and mental well-being.

πŸ‘‹welcome!πŸ’‘what we doπŸ™Œour features🀩advisor partnerships

overview

We've put together some helpful guides for you to get setup with our product quickly and easily.

πŸ¦Έβ€β™‚οΈready to get started?

simple as 1-2-3, we promise!

πŸ”—STEP 1: manage benefit linksπŸ”ΌSTEP 2: enroll employeesπŸ“£STEP 3: communicate w/ employees

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