About the project
HR professionals needed a way to manage their employee’s financial benefits, while employees themselves needed a platform to view their financial perks. Additionally, the StashAway internal operations team also needed a platform to manage the inflow and outflow of investments, legalities of onboarding employees etc.
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The project can be thought about in 3 major parts:
- Administrator platform (HR and office admin)
- Employee platform (Employees)
- Internal platform (Operations, compliance, Customer Success team)
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Administrator platform
Visualise total assets in a single view, and the growth of the assets
Timely notifications to contribute to employee’s account
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Offboard and payout to employees who are leaving the company
Manage and view each employee’s contribution and vesting timeline
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Visualise plan details and manage plan benefits
Assign employees to specific plans
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Employee experience
- Learn about employee benefits, financial health assessment and more on-the-go
- Coaching sessions for employers who have signed up for access for employees
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