Administration as a Service

Setup and on-going administration is done for you.

We do the setup, initial rollout and on-going administration for you at no additional cost.

A financial wellness company that handles all of the tedious administration for you

Getting Started

  • Send us a list of e-mails for your employees via secure file transfer.
  • When you tell us to, we issue invitations to use the service. These never expire.
  • Employees provide a password and gain immediate 24x7 access*.

We provide you with a link to the service that you can use on internal sites and in internal communications for your employees. We also provide materials that you can share with employees describing their new benefit.

*Optional integration with your existing trusted business system or identity management solution to eliminate this step is available.

Handholding for employees engaging with our financial wellness program

Getting Employees Started

We provide copy for your benefits communications efforts or can optionally assist you in promoting the program via e-mail campaigns and videos. The FinanSavvy Path to Financial Success is provided as a way to introduce the program. When they first access the program, employees begin in the Resource Center, where they will find:

  • The FinanSavvy Personal Financial Planning Process.
  • Concise instructions for getting started.
  • Quickstart guides for each section of the service.
  • A brief tutorial video.
  • More in-depth help.

Every new account also has a sample Forecast that employees can review.

On-Going Administration

Once you are up and running we continue to handle administrative updates for you as things change. E-mail us for any of the following changes and they will be made immediately.

  • Add a new employee or employees and issue invitation e-mails.
  • Remove an employee or employees.
  • Re-issue invitation e-mails to an employee or employees.

For any employee for whom we have created an account at any time, passwords resets are handled on-line and instantly.


A regular monthly report is e-mailed to you so that you can keep tabs on the status of your program. This report includes the following for the most recent month:

Organizational Metrics

  • Total number of active employee accounts.
  • Number of new employees added.
  • Number of employees removed.

Engagement Metrics by Employee Account

  • Creation of Password and Acceptance of EULA.
  • Last Login Date.
  • Number of Logins.

We know that employee e-mails and passwords must be secured and that the kind of financial information we are entrusted with is very personal. We have taken a number of steps that reflect this understanding.


  • All communications with our servers are SHA-2 Encrypted. Passwords are encrypted on the server.
  • No information about personal identity other than e-mails are stored on our servers.
  • We never ask your employees to provide their bank or brokerage account information.
  • Physical access to the servers hosted by Amazon Web Services is strictly controlled by professional security staff utilizing video surveillance, state of the art intrusion detection systems, and other electronic means. All visitors and contractors are required to present identification and are signed in and continually escorted by authorized staff.


  • Email addresses are used exclusively as a login name, for password provisioning and resets, and for employer authorized communication directly with employees by us.
  • The financial data that employees enter into the system is used exclusively to provide the service.
  • We use cookies exclusively to track login status (manage session) and (optionally) so that employees don't have to enter their email address every time they login to the product.

If at some point in the future we think we can improve the service by changing this in some way we will let you know. At that point we will give you the opportunity to opt-in, opt-out or cancel depending on what we want to do.

Learn More

FinanSavvy and are Trademarks of Sightful Software, Inc. Copyright 2018
Sightful Software, Inc. is neither a registered investment advisor nor a broker dealer. The Service is provided for educational purposes.