Deliver value beyond cutting basis points

You help clients plan for tomorrow.
We help them navigate today.
As a retirement plan or investment advisor, your strength is growing assets and protecting futures. When your participant conversations get derailed by short-term crises—debt, budgeting, cash flow—it hurts. With Your Money Line, you can help participants navigate their current financial challenges and continue to grow your business.

Together, we take participants from financially surviving to thriving.

Get time back to focus on business growth
While you’re focused on building and strengthening plan sponsor and wealth management relationships, your clients get unlimited 1:1 coaching and support.
Tee-up more conversations and contributions.
Participants who engage with Your Money Line contribute 11% more toward retirement. That’s better for them—and great for plan metrics.


Add value for plan sponsors.
RFP-proof your business by offering plan sponsors a financial wellness solution that goes beyond traditional retirement planning.
Grow your team by extension.
Increase your capacity to take on more, without sacrificing great service or hiring more advisors to handle the same workload.

Your Money Line partners benefit from:

Revenue allowance
Our partners get preferred pricing and a revenue allowance, meaning you control your revenue and margins.

Private label
Strengthen participant brand awareness with an online experience that looks and feels like you.

Client insights
Get insights into the financial health of your plan sponsors' clients to strengthen your connections and recommendations.
Ready to elevate your value?
Deliver more to plan sponsors and participants with Your Money Line
Watch a demo