A private Financial Command Center
Employees organize their financial lives in one secure, guided workspace.
BOSSMAKER FINANCIAL WELLNESS BENEFIT
A private Financial Command Center for every employee.
Give employees clarity, organization and guided financial education at no personal cost—without exposing their private financial information to the employer.
90-day pilot$0 employee costAggregate employer reporting
MEET DANIELLE
Your Employer Benefits Director
Danielle introduces the BOSSMAKER Financial Wellness Benefit, explains the employee-privacy promise, and shows how a 90-day founding pilot moves from enrollment to measurable engagement.
Employer recruiting • benefit partnerships • pilot launchesONE BENEFIT. MULTIPLE PATHWAYS.
Useful at every financial stage.
A living financial profile
Information can be updated as employment, family, income and goals change.
A downloadable assessment report
Employees receive an educational report they can save, print and revisit.
Human guided assistance
A BAMA helps employees activate accounts and become familiar with the platform.
Personal Financial GPSFor every employee
Senior ReadinessFor employees approaching or living in retirement
Business OwnerFor employees with businesses or side businesses
Advisory PoolOptional, employee-directed access to approved professionals
THE NON-NEGOTIABLE PROMISE
The employer sponsors access. The employee owns the experience.
Employers may see
Employees invited, accounts activated, profiles completed and aggregate utilization.
Employers never see
Income, assets, debts, documents, assessment findings, private messages or advisor conversations.
FOUNDING EMPLOYER PROGRAM
Prove the benefit in 90 days.
BOSSMAKER configures the branded enrollment experience, employee communications, BAMA assistance and aggregate participation reporting.
- 01ConfigureEmployer identity, enrollment link and launch materials.
- 02LaunchInvite employees and provide guided onboarding.
- 03MeasureReview participation, satisfaction and conversion.
START HERE
Bring BOSSMAKER to a workforce.
Employers can request a founding pilot. Benefit brokers, associations, PEOs and payroll consultants can request a distribution conversation.
Application does not activate employee access.BOSSMAKER reviews every request before configuration or enrollment begins.