Partnerships lead to better financial outcomes for our Filiphant® Household customers. There are partnership opportunities available for:
Advisor partners are independent professional financial advisors or planners that offer:
- Accredited financial planning.
- Collaboration using Filiphant software.
- Answers to any financial plan questions specific to your situation.
Educator partners are independent financial literacy educators that offer:
- Financial literacy courses.
- Instruction using Filiphant software.
- A deeper understanding of how to make a financial plan specific to your situation.
Employer partners are independent businesses that offer:
- To provide employees with personal financial planning tools and services.
- Access to Filiphant® Household and assistance.
- Access to either advisors or educators to assist employees with a financial plan.