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Franklin Templeton, iGrad Financial Wellness Platform Offers Personalization It can analyze how prepared people are for retirement and assess each user’s ‘financial personality.’ Reported by Franklin Templeton has partnered with iGrad to develop MyFi Guide, a financial wellness digital platform that retirement plan advisers can share with defined contribution (DC) plan sponsors and participants. It features iGrad’s “Your Money Personality” financial behavior assessment, which analyzes each user’s “financial personality.” It also includes financial education courses with personalized action plans on topics including budgeting, mortgages, health care, college savings, student loan repayment, banking, credit, financial planning and more. ....
Franklin Templeton Partners With iGrad On Financial Wellness Platform insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.
Franklin Templeton Partners with iGrad on New Personalized Financial Wellness Platform Franklin Templeton and iGrad/Enrich partner to provide personalized financial wellness platform for financial professionals to share with defined contribution (DC) plan sponsors and participants. San Diego, CA, March 08, 2021 (PR.com) Franklin Templeton has partnered with San Diego-based financial education company iGrad to develop MyFi Guide™, a financial wellness digital platform designed for financial professionals to share with defined contribution (DC) plan sponsors and participants. Powered by iGrad’s award-winning Enrich™ financial wellness solution, MyFi Guide features the Your Money Personality™ financial behavior assessment, which analyzes each user’s financial “personality.” The MyFi Guide financial wellness platform also offers: ....