Rise People and Planswell announce new financial wellness partnership

Rise People Inc. (“Rise”), a leading digital people management platform, announced a strategic partnership with Planswell, a top Canadian start-up that creates no-cost, intelligent financial plans to help people align their investments, insurance, and mortgage needs with their personal goals. The partnership enables Rise to expand its employee health and wellness offering to help companies build better, more engaging workplaces.

With Planswell, employees can create free financial plans online and receive personalized advice from financial planning professionals to help them grow their wealth, reduce debt, and maintain the best standard of living throughout their life.

“As part of our strategy to help our clients strengthen employee engagement through wellness, we are thrilled to partner with an innovative financial planning platform that helps employees better achieve their financial and life goals,” said Rise People’s Chief Revenue Officer, Julie Bevacqua.

“Financial wellness plays a significant, yet often overlooked, role in overall employee health and wellness, impacting an organization’s performance, productivity, and retention. This partnership helps our clients create healthy and engaging workplaces that attract top talent,” Bevacqua added.

The strategic partnership with Planswell extends more value and benefits to Rise’s fully-integrated digital HR, benefits, and payroll platform, helping Canadian companies create a culture of engagement and wellness to drive performance. The Planswell solution is available to all employees using the Rise platform through the Rise Marketplace.

Planswell’s CEO, Eric Arnold, said: 

“In the same way that Rise is reinventing people management to build better workplaces, Planswell is changing financial planning for the better. Our combined solution brings together best-in-class technology and expertise to give employees across Canada access to practical advice on how to improve their financial situation, strengthening employee wellness and fueling a more meaningful employee experience.”

SOURCE Rise People and Planswell

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