Neontra for Business

Neontra helps clients understand, organize, and plan their money to help guide them towards a brighter and more secure financial future.

Neontra can help benefit providers, employers, banks, credit unions, financial advisors, wealth managers and educators keep pace with their clients and members’ rapidly changing needs. 

By collaborating with Neontra, we can help provide you with a modern digital financial planning and wellness solution with the following:

• Comprehensive financial wellness
• Personalized financial planning
• Easy integrations
• Customized solutions
• Automated management of client data
• Aggregate and track all assets, liabilities, cash flow, goals and insurance in one plate
• Broaden prospect funnel with new and growing demographics
• A competitive advantage
• New revenue streams

Offer Financial Planning and Wellness quickly and at scale
Our white label, partnership and API solutions provide the ability to integrate across multi-platforms and systems like human resource platforms, benefit systems or employer portals.

Partners can launch our innovative services and products quickly, saving expensive integration and time-to-market costs.

Please get in touch with us at partnerships@neontra.ca to learn more.