This task can be performed using ElektraFi
Financial well-being starts here.
Best product for this task

ElektraFi
hr-tools
Discover financial wellness benefits delivered through smart technology, intuitive tools and impartial advisors.
Employee BenefitsFinanceHuman ResourcesFinancial HealthFinancial Well-beingFinancial PlanningFinancial Management

What to expect from an ideal product
- Use the smart budgeting tool to track spending and set realistic financial goals
- Connect with qualified advisors through the app for personalized money guidance
- Set up custom alerts to stay on top of bills and avoid unnecessary fees
- Access interactive dashboards showing your complete financial picture in real-time
- Create automated savings rules based on your income and spending patterns