Pricing
Simplify financial and retirement planning with bite-size learning and budgeting tools designed to protect those who serve.
Personal
$9/year
Personal retirement guides
Summarize 2 plans
Retirement learning tracks
Budgeting tools
Mobile app
Email support
Agency
$49/employee/year
Growing agency needing the basics
Everything in Personal
Agency peer benchmarking
HRIS/Payroll Import
Summarize 4 plans
Employee credit score
Financial risk assessments
Agency learning recommendations
Retirement learning library
Reporting dashboard
Agency Pro
$199/employee/year
Support-focused organizations and larger agencies
Everything in Agency
Custom roles & permissions
Automation engine
HRIS/Payroll Sync
Employee 1:1 Coaching Session
SSO support
Personal
$9/year
Personal retirement guides
Summarize 2 plans
Retirement learning tracks
Budgeting tools
Mobile app
Email support
Agency
$49/employee/year
Growing agency needing the basics
Everything in Personal
Agency peer benchmarking
HRIS/Payroll Import
Summarize 4 plans
Employee credit score
Financial risk assessments
Agency learning recommendations
Retirement learning library
Reporting dashboard
Agency Pro
$199/employee/year
Support-focused organizations and larger agencies
Everything in Agency
Custom roles & permissions
Automation engine
HRIS/Payroll Sync
Employee 1:1 Coaching Session
SSO support
| Compare features | Personal | Agency | Pro |
|---|---|---|---|
| Financial Planning | |||
| Summarize plans | 2 | 4 | Unlimited |
| Agency peer benchmarking | |||
| Retirement learning tracks | |||
| Mobile app | |||
| Agency Features | |||
| HRIS/Payroll Import | |||
| HRIS/Payroll Sync | |||
| Employee credit monitoring | |||
| Financial risk assessments | |||
| Agency learning recommendations | |||
| Retirement learning library | |||
| Reporting dashboard | |||
| Administration | |||
| Custom roles & permissions | |||
| Automation engine | |||
| SSO support | |||
| Support | |||
| Email support | |||
| Employee 1:1 Coaching Session | |||
| Financial Planning | |
|---|---|
| Summarize plans | 2 |
| Agency peer benchmarking | |
| Retirement learning tracks | |
| Mobile app | |
| Agency Features | |
| HRIS/Payroll Import | |
| HRIS/Payroll Sync | |
| Employee credit monitoring | |
| Financial risk assessments | |
| Agency learning recommendations | |
| Retirement learning library | |
| Reporting dashboard | |
| Administration | |
| Custom roles & permissions | |
| Automation engine | |
| SSO support | |
| Support | |
| Email support | |
| Employee 1:1 Coaching Session | |
| Financial Planning | |
|---|---|
| Summarize plans | 4 |
| Agency peer benchmarking | |
| Retirement learning tracks | |
| Mobile app | |
| Agency Features | |
| HRIS/Payroll Import | |
| HRIS/Payroll Sync | |
| Employee credit monitoring | |
| Financial risk assessments | |
| Agency learning recommendations | |
| Retirement learning library | |
| Reporting dashboard | |
| Administration | |
| Custom roles & permissions | |
| Automation engine | |
| SSO support | |
| Support | |
| Email support | |
| Employee 1:1 Coaching Session | |
| Financial Planning | |
|---|---|
| Summarize plans | Unlimited |
| Agency peer benchmarking | |
| Retirement learning tracks | |
| Mobile app | |
| Agency Features | |
| HRIS/Payroll Import | |
| HRIS/Payroll Sync | |
| Employee credit monitoring | |
| Financial risk assessments | |
| Agency learning recommendations | |
| Retirement learning library | |
| Reporting dashboard | |
| Administration | |
| Custom roles & permissions | |
| Automation engine | |
| SSO support | |
| Support | |
| Email support | |
| Employee 1:1 Coaching Session | |
Ever since we started using Fortemfi, our employee satisfaction scores have skyrocketed. The personal touch that their human-AI hybrid support provides is unparalleled.
Lynn Marshall
Fire Chief at Village of Pine Grove
Questions & Answers
Have anymore questions?
Chat to someone on our planning team, who can advise you to the best plan.