- Earliest Version Launch Date Globally06/03/2020
- Latest Version4.03
- Time Since Latest Version18days16Hour
- Total Updated Versions (last 1 year)3
Version Timeline
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Version History
- Version: 4.0306/19/2024Size:190.23MUpdate Log
Design updates, Home Screen Spanish updates, and poll notification controls
ScreenshotsApp DescriptionThe Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español. - Version: 4.0204/18/2024Size:190.22MUpdate Log
Tutorial and cosmetic updates and bug fix during signup process
ScreenshotsApp DescriptionThe Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español. - Version: 4.0110/09/2023Size:187.66MUpdate Log
Bug fixes and enhancements
ScreenshotsApp DescriptionThe Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español. - Version: 4.004/18/2023Size:187.66MUpdate Log
Francis Rebranding.
ScreenshotsApp DescriptionThe Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español. - Version: 3.2211/02/2022Size:187.37MUpdate Log
Bug fixes and improvements
ScreenshotsApp DescriptionMoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
- Version: 3.2109/23/2022Size:187.36MUpdate Log
Bug fixes and improvements
ScreenshotsApp DescriptionMoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
- Version: 3.2005/10/2022Size:214.76MUpdate Log
Message Polling.
ScreenshotsApp DescriptionMoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
- Version: 3.1802/04/2022Size:216.50MUpdate Log
Bug fixes and messaging improvements.
ScreenshotsApp DescriptionMoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
- Version: 3.1712/06/2021Size:216.50MUpdate Log
Spanish registration support.
Added support for deep linking to messages.ScreenshotsApp DescriptionMoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
- Version: 3.1502/21/2021Size:216.53MUpdate Log
Fixed issues with advisor calendars.
ScreenshotsApp DescriptionMoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
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