Improve your company productivity
by strengthening your employees’ financial wellbeing

Sumofuturo will help your employees with their personal financial management needs

More Info

Why do we need a financial wellbeing program?

Employee loyalty & Productivity

Reduce your employees’ stress due to financial issues and increase their loyalty.

Low cost benefit for your company

Compatible with your current employee benefits strategy.

Social dimension

Measurable impact on your employees’ overall wellbeing

It’s easy

Registering as a company is straight forward and you will have aggregate information about the service performance and progress.

It’s safe and secure

Users’ data is safeguarded with banking level security measures. Only the employee has access to his or her data.

It’s relevant

Financial wellbeing is the fastest growing category in employee benefits.

70% of employees would like their company to offer them tools to improve their financial wellbeing.

"What Your Employees Think About Financial Wellness Programs - Survey Report." The Jellyvision Lab, 2015.

46% of employees devote at least 3 hours per week to think about their financial difficulties during working hours.

"Employee Financial Wellness Survey. 2016 Results" Price Waterhouse Coopers, 2016.

52% of surveyed employees suffer stress related to financial difficulties, which derives in greater insatisfaction and absenteeism at work, as well as reduced productivity.

"Employee Financial Wellness Survey 2015 Results." Price Waterhouse Coopers, 2016.

Low cost benefit with a measurable upside for your company

We help your employees to strengthen their financial wellbeing. For this, we offer companies a very competitive pricing plan compatible with their overall employee benefits’ strategy.

Our pricing model is based on a monthly subscription plan per employee, allowing a simple cost / benefit relation. Most importantly, you will be able to measure your ROI. Our Sales Team will work with you to provide a customized offer based on your needs.
Our sales team will work closely with you to agree on the terms of our service and activation of your employess on the platform.

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How sumofuturo works

Sign in

Our sales team will work closely with you to agree on the terms of our service and activation of your employess on the platform.


We work closely with you in order to communicate to your employees how to get started and make the most of sumofuturo.

Create an account

Your employees will activate their accounts following the instructions sent in your communications


Your employees use the platform and improve their financial wellbeing. Your company can measure the impact.

FAQs for employers

What is sumofuturo?

Sumofuturo helps employees improve their financial wellbeing.sumofuturo is an innovative service, with real, measurable impact on employees’ financial lives, albeit a very low-cost for employers . Through a personal financial assistant, which aggregates personal financial information, employees can take control over their finances. Some of the key features include helping employees assess their overall financial situation, analyse spending patterns through expense categorization, set saving’s goals and get access to financial education content, among others.

  Which benefits does sumofuturo provide to my company?

Sumofuturo is a service designed to innovate and differentiate your company’s compensation and social benefits’ scheme. Employers which offer financial wellbeing solutions to employees have more productive companies, are more profitable, have lower absenteeism and enjoy higher retention rates.

Financial Wellbeing is the fastest growing category in employee benefits. It is becoming an important policy complement in talent and culture management at companies at a worldwide level.

Which benefits does sumofuturo offer my employees?

Our platform provides personalized financial assistance to your employees.

Your employees enjoy a digital platform (both web and app) where they can visualize their finances, as well as view detailed information regarding checking accounts, savings accounts, card transactions etc. In addition, employees can set saving’s goals, get a financial wellbeing score and customize financial forecasts. Furthermore, your employees will have free access to personalized financial education content.

Now your employees can take control over their finances with an analysis of their spending patterns and take actions to improve their financial health.

Is the sumofuturo platform secure for my employees?

Absolutely secure. We take security and data protection very seriously. We do not share or sell users’ data. Moreover, sumofuturo only gets access to financial data to aggregate and display it in our user-friendly plataform. We will never ask or have access to operational keys, so we will never be able to order any transaction on our users’ bank accounts.

Security is key for sumofuturo; therefore we operate under the highest security standards. Data is encrypted with the same standards used at the most advanced banks and financial institutions.

Can my employees register directly at sumofuturo?

No, this option is not available.sumofuturo is only accessible through an employer as an employee benefit.

How can my company contract sumofuturo?

Get in contact with us through our web or send us an email to Our sales team will guide you through our terms of service and on boarding process.

How many employees can I register?

As many as you want. We will study your case carefully so we can offer the best-suited offer for your company and your employees’ needs.

Can an employee operate a bank account from sumofuturo?

Never.sumofuturo is an assistance platform. Neither sumofuturo nor an employee can order a banking transaction through our platform.

Will my employees get spam emails from you?

No. We are an independent plataform and we will never use any of our users’ data for third party advertising purposes. Our aim is to provide independent and impartial assistance. We are convinced that it’s a social responsibility to promote financial education.

Will you spam my employees once registered on your platform?

No, one of sumofuturo key values is that we do not operate an advertising model, so we are impartial in all our content. We will never sell financial products or any products for that matter, to your employees. We are 100% free of advertising.

We send email alerts to your employees based on their account settings. They can modify email alerts and notifications directly on their account preferences.

Propietary financial data is available to other users?

Absolutely not. Every user has access to his / her financial data, and this is possible as every user has his/her own protected account in the sumofuturo platform.

Our user / password scheme operates similarly to well-known digital platforms such as Facebook, Gmail, LinkedIn etc. your employees are already familiarized with.

Can the company ever view or access employee’s financial data?

Never. You will never have access to your employees’ individual information.

You will only have access to aggregated information (never individual) about your employees’ financial wellbeing. This information is intended to provide you with general aggregated data that can help you improve your knowledge about your employees financial wellness and potential concerns.

Who can contract sumofuturo’s services?

Sumofuturo is a service available to any company -- regardless of their size or sector-- concerned with the financial wellbeing of their employees. Our sales team will work closely with you to define a collaboration proposal.

Is sumofuturo available for mobile?

Sumofuturo is mobile-friendly for both smartphones and tablets. In addition, sumofuturo has a free mobile app, both for iOs and Android, further improving users’ mobile experience.


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