Best Financial Wellness Software with a Free Trial

Compare the Top Financial Wellness Software with a Free Trial as of March 2026

What is Financial Wellness Software with a Free Trial?

Financial wellness software enables organizations to provide financial wellness programs for their employees. Financial wellness software streamlines the deployment and management of programs intended to teach employees financial education, help them set financial goals, and improve their overall financial wellness. Compare and read user reviews of the best Financial Wellness software with a Free Trial currently available using the table below. This list is updated regularly.

  • 1
    Branch

    Branch

    Branch

    Get no-cost instant access to your earned wages at the tap of an app. Download Branch today to take control of your hard-earned cash. Branch is the industry's leading operations platform for hourly employees. Designed to improve workforce productivity and efficiency, Branch features a web dashboard and self-service mobile app that enables business users to create, distribute, and manage schedules. With Branch, employees can also easily view their schedules, set their availability, request time off, swap shifts, and so much more. Branch is used by top enterprises today, including Pizza Hut, McDonalds, Starbucks, Taco Bell, and more. Tired of financial services taking advantage of hard-working people like you? Us too. We’re helping fellow Americans grow financially — and finally get ahead. Stop paying and waiting 3-5 business days for access to your earned wages. Request a portion of your paycheck instantly and use it for unplanned expenses.
  • 2
    GOintegro

    GOintegro

    GOintegro

    In GOintegro, we combine technological innovation with HR expertise, in order to offer a web and mobile app that integrates internal communications, recognitions and well-being in a single experience, brought together through a wallet to digitalize the delivery of benefits and awards. More than 500 clients, from startups to large global organizations, use our product to boost their culture and engagement. Connects employees, wherever they are. Manages transactions for every experience. Strengthens motivation and the sense of belonging. A web and mobile app, with connected experiences and a wallet, to digitalize the delivery of rewards and benefits. Connect all employees in a single platform to promote participation and the sense of belonging. Shortens distances to strengthen bonds, keeping everyone well informed. Promotes employee interaction with a web and mobile internal social network.
  • 3
    Jify

    Jify

    Jify

    Jify is one of the largest financial wellness platforms for the employed workforce in India. We are a pioneer in on-demand salary i.e allow employees to access their earned salary instantly and before the month-end pay-check. With Jify, you can avoid high-cost interest charges, or borrowing from friends/ family/employers or paying bank/credit overdraft fees. Jify is one of the largest financial wellness platforms for the employed workforce in India. We are a pioneer in on-demand salary i.e allow employees to access their earned salary instantly and before the month-end pay-check. With Jify, you can avoid high-cost interest charges, or borrowing from friends/ family/employers or paying bank/credit overdraft fees. You have been working on your money management, but perhaps you went a little bit over budget for the month. Electricity bill is due on Monday, but you won’t get paid till Friday. You're set to overdraft if money doesn't hit your account soon.
    Starting Price: $0
  • 4
    Lumiant

    Lumiant

    Lumiant

    Empowering individuals and their families to live their best life confidently. Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives. Lumiant is a customer experience, advice, and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives. Lumiant is designed to deepen client relationships and help advisers communicate their unique value while delivering financial advice specific to their client and their needs. Through its memorable, measurable, and repeatable advice process, Lumiant allows financial professionals to scale their businesses, increase referrals and drive revenue while fostering multi-generational relationships. A costless proposition that drives referrals, retention & revenue.
    Starting Price: $249 per month
  • 5
    Savology for Employers
    Savology is a digital financial wellness platform helping households improve their financial outcomes through accessible financial planning combined with effective financial wellness tools. By partnering with Savology, employers are able to affordably provide employees with a comprehensive financial plan, financial wellness scores and report card, personalized recommendations that provide actionable next steps, access to financial professionals through live chat and 1-on-1 calls, financial education resources and tools, and much more.
    Starting Price: $0 per month, per employee
  • 6
    Keepify

    Keepify

    Keepify

    Gain total control of your financial future. Pay off debt. Meet your financial goals. Involve your partner. Budget your way: envelopes, alerts, or one category. Keepify takes the drudgery out of budgeting. You don’t budget because you love it. Achieve your financial goals like a great vacation, retirement, or get out of debt. Keepify is designed with these goals in mind. Our users save as much as $500 in thirty days. Keepify connects users with their spouse or friends to provide both accountability and better odds you stick with it. Integrate your financial accounts and rely on enterprise grade security or use Keepify unlinked and import your transactions. Use linked accounts, reports, and alerts to make sure your spending is always right, especially if you share your budget. Get started now. We offer a 35 day free trial to take control of your financial future today.
  • 7
    Instant Financial

    Instant Financial

    Instant Financial

    Instant Financial offers businesses an earned wage access solution that provides your valuable employees real-time access to their earned wages immediately after they work, without having to wait until payday. By offering this benefit to employees, organizations not only help free employees from the challenges of living paycheck to paycheck, but also see increased retention and lower attrition rates, which helps impact your bottom line. When you put your employees in control of their financial well-being, you'll boost job applicants and cut turnover. See the immediate results you can expect when you offer Instant Pay. Learn how leaders in the service industry have used Instant Pay to directly boost their retention. Understand how our platform integrates with your existing payroll and human resource systems. We help employers increase their job applicants, improve employee retention and decrease absenteeism.
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