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.
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)
Administrator platform
Visualise total assets in a single view, and the growth of the assets
Notified timely to make payments on behalf of the employee’s contribution to invest via StashAway
Offboard and payout to employees who are leaving the company
Clear overview of each employee’s contribution and vesting timeline
Visualise plan details and manage plan benefits
Employee experience
Decide how much to contribute to the plan
Holistic view of all assets
Financial coaching
Quick benchmarking of financial wellness
