Organizational Solutions

Financial wellness analytics for your organization

Provide employees or clients with structured tools to measure and understand their personal financial health. Privacy-first, individually controlled, organizationally insightful.

How It Works for Organizations

Individual control, organizational insight

Each user retains full ownership of their own data. Your organization sees only what the group chooses to share in aggregate form.

Individual Privacy

Each employee or client has a personal account with full data control. No individual financial data is visible to organizational administrators. Ever.

GDPR Compliant

Aggregate Wellness Dashboard

Organizations access a separate dashboard showing anonymized, aggregated financial wellness metrics across the group. Understand collective financial health trends without accessing individual data.

Group savings rate trends over time
Aggregate debt burden indicators
Financial stress indicators by department

Organizational View

Periodic Wellness Reports

Quarterly reports delivered to administrators showing how financial wellness metrics shift across the organization over time. Useful for HR, benefits planning, and employee support programs.

Automated

Service Tiers

Options for organizations of different sizes

Each tier includes full individual user features. The differences are in organizational management capabilities and reporting depth.

Team

For smaller organizations wanting to offer financial wellness tools to a focused group.

Up to 50 individual accounts

Full personal dashboard for each user

Automated monthly and quarterly reports per user

Basic aggregate wellness summary for admin

GDPR-compliant data handling

Enquire About Team

Popular

Organization

For mid-size companies integrating financial wellness into employee benefits or client services.

Up to 500 individual accounts

Full personal dashboard and habit comparator per user

All automated report types

Detailed aggregate wellness dashboard for admin

Department-level aggregate segmentation

Dedicated onboarding support

Enquire About Organization

Enterprise

For large organizations or financial institutions requiring custom integration and reporting.

Unlimited individual accounts

All platform features

Custom reporting and data export options

API access for integration

Custom branding options

Dedicated account management

Discuss Enterprise

HR manager reviewing aggregate employee financial wellness dashboard on large monitor in office

Why Financial Wellness Matters

Financial stress affects how people work

Financial wellbeing is increasingly recognized as a component of overall employee health. Organizations that provide structured tools for financial self-assessment give their people something concrete: a way to understand and track their own financial position.

FinanzaMétrica does not give advice or make recommendations. It gives people data about themselves. That distinction matters — it keeps the platform genuinely useful without creating liability or dependency.

Discuss Your Organization