- Home
- Employee Financial Wellness Software
- Wallet1000
On the recordRead 5 Oct 202613 facts
Wallet1000
Plans and prices
Advisor
$249a month
Unlimited 401(k) plans · Unlimited participants · Unlimited financial plans · Participant CRM
Read 5 Oct 2026 · wallet1000.com
On the record
- Advisor tools
- The platform includes firm branding, a participant CRM, analytics, and reporting.wallet1000.com · read 5 Oct 2026
- Automated guidance
- Participants can receive scheduled progress emails and educational content customized to their situation.wallet1000.com · read 5 Oct 2026
- Calculators
- Built-in calculators let clients explore retirement, savings, and debt payment scenarios.wallet1000.com · read 5 Oct 2026
- Compliance
- The advisor page says Wallet1000 captures all participant emails.wallet1000.com · read 5 Oct 2026
- Employer offering
- Wallet1000 offers employers personalized financial plans and optional automated email follow-up for employees.wallet1000.com · read 5 Oct 2026
- Engagement records
- The Participant Engagement Platform records meetings, calls, and emails and provides built-in reporting.wallet1000.com · read 5 Oct 2026
- Financial coaching
- The coaching software can generate an initial plan from client-provided information and assign next steps with actionable content.wallet1000.com · read 5 Oct 2026
- Financial plans
- Participant plans can include budgeting, debt payment, retirement, college savings, insurance, and a financial timeline.wallet1000.com · read 5 Oct 2026
- Intended users
- The site describes the product for 401(k) advisors, financial coaches, and employers offering employee financial wellness programs.wallet1000.com · read 5 Oct 2026
- Languages
- Participant content is available in English and Spanish, with additional languages forthcoming.wallet1000.com · read 5 Oct 2026
- Product
- Wallet1000 provides a web-based financial wellness portal for 401(k) plan participants.wallet1000.com · read 5 Oct 2026
- Support
- Wallet1000’s advisor documentation directs users to [email protected] for questions or feedback.wallet1000.com · read 5 Oct 2026
- Wellness score
- The financial wellness score is recalculated when a client enters a transaction, completes a task, or updates account information.wallet1000.com · read 5 Oct 2026
