Financial readiness for those who serve

Help employees understand when they can retire, how much income they'll have, and what steps to take next - with trusted guidance.

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Create your free account to invite employees to start a their path to retirement.

Leaders need visibility,
not another benefit portal.

2M
+
Public sector employees continue beyond retirement age every year.
99
%
Retention amongst the agencies with the best financial benefits and retirement planning.

A financial operating system with results

FortemFI connects employee education, retirement readiness and agency-level insight in one focused experience.

O1
Agency Leaders
Support the workforce behind the mission.

Strengthen the employee experience, reinforce retention and show visible commitment to those who serve.

O2
HR + Benefits
Make complex benefits easier to use.

Deliver focused education across pension, DROP, 457 plans, budgeting and retirement decisions—with human support available.

O3
Risk + Finance
See needs early—at the aggregate level.

Monitor participation and education trends without exposing individual financial details to the agency.

Why agency CFO's invest

Engage employees
Personalize retirement planning and benefits training
Q1
Phase 1
Prioritize planning
Deliver curated learning and coaching per employee
Q2
Phase 2
Monitor financial health
Track learning progress and financial plan adoption
Q3
Phase 3
Reduce financial stress
Assess benefits enrollment and employee confidence
Q4
Phase
Improve workforce planning
Engage employees when they need support.
Q5
Phase
Deliver measurable employee benefit value
Enable long term financial success and retirement.
Q6
Phase

Launch your retirment
readiness program

Get your organization up and running in less than 1 week.
Create a free trial
Intro to 457
Learn how your 457 is different from a 401K
Share short topic videos
Individualize surveys
Employees set their own goals
Send texts and mobile notifications
Customize for your agency
Education

Learning is Curated.

Forget the powerpoints. Personalized financial and retirement assessment with data-driven tracks for every employee.

Improvements are measurable.

Agency tools to increase participation and track retirement readiness indicators.
Agency dashboard
Monitor participation, education trends, and communication.
100%
Employees enrolled
90%
Completed 457 benefits training
85%
Complete FRS pension calculator
Notifications
Push alerts and texts to your employee base
Credit report monitoring
Bank integrations
Personal outcomes
Agency announcements
Target learning tracks

Keep employees engaged.

Deliver a modern employee experience with personal mobile and and agency communications.
30
%
lower employee churn through optimized education
95
%
faster delivery of employee training and enrollment
About us

Financial education should be accessible to everyone.

We started with a simple belief — that financial guidance should be accessible to everyone.

Invest in those who serve

Long-term pricing helps protect employees’ financial futures while giving agencies measurable workforce insight.

Annual Plans
0.15%–0.25%
of gross annual payroll 1
Create free account
Value Area
Use Case
Reference Value
Retirement Readiness
1 on-time retirement
$75K-$125K
Medical cost trend
1% of $15M
$150K
Workday focus
15 min/day x 1000
$120K
¹Prior-year gross payroll includes regular pay and overtime; excludes employer taxes and benefits. Illustrations are directional—not guaranteed savings.

Invest in those who serve

Long-term pricing helps protect employees’ financial futures while giving agencies measurable workforce insight.

Annual Plans
0.15%–0.25%
of gross annual payroll 1
Create free account

Compare Plans

Features
Mobile app
Learning catalog
Quiz & survey
Segments
Text messaging
Custom learning
Credit checks
Integrations
Essential
$10
/month
Get started with our employee mobile app, learning catalog, and notifications.
Sign up
Growth
$12
/month
Customize learning catalog for employee financial monitoring and progress.
Sign up
Enterprise
$29
/month
Integrate your HR systems and expand to financial advisory coaching.
Talk to Sales

Compare Plans

Choose the plan that fits your organization's needs. All plans include core features and dedicated customer support.

Essential
Get started with our employee mobile app, learning catalog, and notifications.
$10/mo
Mobile app
Learning catalog
Quiz & survey
Text messaging
Employer dashboard
Sign up
Growth
Customize learning catalog for employee financial monitoring and progress.
$12/mo
Customize learning videos
Credit checks & monitoring
Sign up
Enterprise
Integrate your HR systems and expand to financial advisory coaching.
$29/mo
Integrate HR systems
Integrate financial advisors
Learn more

Frequently asked questions

We're here to help with any questions you have about plans, pricing, and supported features.

What is FortemFi?
Who is FortemFi designed for?
How does FortemFi collect and process data?
Does the agency see any personal financial details?
Can FortemFi integrate with our HR systems?

Contact us

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