Wallet1000
The facts below are what the maker publishes about Wallet1000, checked and dated. Our editors have not written about it yet.
Plans and prices
From Wallet1000's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Advisor | $249 a month | Unlimited 401(k) plans · Unlimited participants · Unlimited financial plans · Participant CRM · Advanced analytics · Robust reporting · Firm branding |
The facts
Each one read from Wallet1000's own pages, with the date it was checked.
What it does
- Advisor tools
- The platform includes firm branding, a participant CRM, analytics, and reporting.checked 5 Oct 2026
- Automated guidance
- Participants can receive scheduled progress emails and educational content customized to their situation.checked 5 Oct 2026
- Calculators
- Built-in calculators let clients explore retirement, savings, and debt payment scenarios.checked 5 Oct 2026
- Compliance
- The advisor page says Wallet1000 captures all participant emails.checked 5 Oct 2026
- Employer offering
- Wallet1000 offers employers personalized financial plans and optional automated email follow-up for employees.checked 5 Oct 2026
- Engagement records
- The Participant Engagement Platform records meetings, calls, and emails and provides built-in reporting.checked 5 Oct 2026
- Financial coaching
- The coaching software can generate an initial plan from client-provided information and assign next steps with actionable content.checked 5 Oct 2026
- Intended users
- The site describes the product for 401(k) advisors, financial coaches, and employers offering employee financial wellness programs.checked 5 Oct 2026
- Languages
- Participant content is available in English and Spanish, with additional languages forthcoming.checked 5 Oct 2026
- Product
- Wallet1000 provides a web-based financial wellness portal for 401(k) plan participants.checked 5 Oct 2026
- Support
- Wallet1000’s advisor documentation directs users to [email protected] for questions or feedback.checked 5 Oct 2026
- Wellness score
- The financial wellness score is recalculated when a client enters a transaction, completes a task, or updates account information.checked 5 Oct 2026
Money
- Financial plans
- Participant plans can include budgeting, debt payment, retirement, college savings, insurance, and a financial timeline.checked 5 Oct 2026
Alternatives to Wallet1000
- 1
OneEleven LaunchPad
Free planAndroidiOSWebAPI8.0From $289 a year - 2
FinFit
Free planAndroidiOSWebAPI7.4Free plan - 3
BrightDime
Free planWeb7.3From $0.20 a month - 4
Emma
Free planAndroidiOSWeb7.3From £4.99 a month - 5
Saventh
Free planAndroidiOSWebAPI6.9Free plan - 6
Kredit Academy
AndroidiOSWebAPI6.6From $850 a month