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SPECIFICTION
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My Secure Advantage

mysecureadvantage.com

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Spec score 7.4 #14 of 28 in Employee Financial Wellness Software

What it is

My Secure Advantage provides workplace financial well-being services through one-on-one Money Coaching, digital tools, and financial education. Its online portal includes a personalized dashboard, budgeting tools, MSA Wallet, the AI coach Joy, credit and identity monitoring, and a resource library. A financial checkup measures well-being, stress, needs, and goals, then informs a personalized action plan available to coaches. MSA Wallet syncs with bank accounts and supports budgeting independently or with a Money Coach, without ads or third-party promotions. Education covers more than 45 financial topics through courses, live broadcasts, webinars, and personalized learning tracks, virtually or in person. Members also receive videos, articles, worksheets, a knowledge center, and more than 20 calculators. Optional tools include live chat, state-specific legal forms at no cost to members, screen sharing, and secure file sharing for over 200 file types. Credit and Social Security number monitoring is available 24/7 with fraud alerts and access to a credit score and report. Money Coaches provide guidance without selling financial products, typically in 30-minute consultations available Monday through Friday, 6:00 a.m. to 8:00 p.m. Pacific Time. Pricing is available by request.

Spec sheet

Intended users
The company describes its solution as empowering employees and says employers use it to educate employees about workplace benefits.Read 9 Oct 2026 · msafinancialwellbeing.com
Integrations
MSA Wallet uses Plaid to access and transmit members’ personal and financial information from financial institutions.Read 9 Oct 2026 · mysecureadvantage.com
Privacy
MSA says personal or financial information members share during coaching will not be disclosed to third parties, including their employer.Read 9 Oct 2026 · mysecureadvantage.com
Support
Money Coaches are available Monday through Friday from 6:00 a.m. to 8:00 p.m. Pacific Time, and consultations typically last 30 minutes.Read 9 Oct 2026 · mysecureadvantage.com
Headquarters
Roseville, California, United StatesRead 28 Sep 2026 · mysecureadvantage.com
Founded
1986Read 28 Sep 2026 · mysecureadvantage.com
Budgeting
MSA Wallet syncs with bank accounts and supports budgeting independently or with a Money Coach, without ads or third-party promotions.Read 9 Oct 2026 · mysecureadvantage.com
Coaching
Money Coaches help members set financial goals and create actionable plans, with guidance described as unbiased and without sales pressure.Read 9 Oct 2026 · mysecureadvantage.com
Coaching availability
Money Coaches are available Monday through Friday from 6:00am to 8:00pm PT, and consultations are typically 30 minutes.Read 9 Oct 2026 · msafinancialwellbeing.com
Company history
The homepage says MSA has empowered people with financial literacy since 1986.Read 9 Oct 2026 · msafinancialwellbeing.com
Confidentiality
The FAQ says personal or financial information shared during coaching is not disclosed to third parties, including the member’s employer.Read 9 Oct 2026 · msafinancialwellbeing.com
Data handling
MSA’s privacy policy says it may share personal information with service providers under confidentiality obligations to operate services and provide support.Read 9 Oct 2026 · mysecureadvantage.com
Data practices
The privacy policy says MSA shares personal information with service providers as needed to provide services, under confidentiality duties.Read 9 Oct 2026 · msafinancialwellbeing.com
Digital tools
The online portal includes a personalized dashboard, budgeting tools, MSA Wallet, the real-time AI coach Joy, credit and identity monitoring, and a resource library.Read 9 Oct 2026 · msafinancialwellbeing.com
Education
Its educational program covers over 45 financial topics through on-demand courses, live broadcasts, webinars, and personalized learning tracks, virtually or in person.Read 9 Oct 2026 · msafinancialwellbeing.com
Identity monitoring
Members can enroll in 24/7 credit and Social Security number monitoring with fraud alerts, and access a credit score and report.Read 9 Oct 2026 · mysecureadvantage.com
Learning tools
The digital platform includes expert video courses, articles, worksheets, a knowledge center, and more than 20 financial calculators.Read 9 Oct 2026 · mysecureadvantage.com
Other tools
The platform offers live chat, hundreds of state-specific legal forms at no cost to members, optional member-initiated screen sharing, and secure file sharing for over 200 file types.Read 9 Oct 2026 · mysecureadvantage.com
Personalized plan
A financial checkup measures members’ well-being, stress, needs, and goals and informs a personalized action plan that coaches can access.Read 9 Oct 2026 · mysecureadvantage.com
Pricing availability
The public site directs organizations to schedule a demo; its terms say self-paying plans and fees can vary, without listing amounts on that page.Read 9 Oct 2026 · mysecureadvantage.com
Privacy and security
The privacy policy says MSA uses encryption when possible to transfer and store data and limits access through access controls and confidentiality commitments.Read 9 Oct 2026 · msafinancialwellbeing.com
Privacy caveat
The privacy policy says the company cannot ensure or warrant the security of information transmitted to it.Read 9 Oct 2026 · msafinancialwellbeing.com
Service
My Secure Advantage combines one-to-one financial coaching, a financial assessment, budgeting software, on-demand video courses, and online tools.Read 9 Oct 2026 · mysecureadvantage.com
Support contact
The company lists 888-724-2326 as its phone number.Read 9 Oct 2026 · msafinancialwellbeing.com
Who it serves
MSA describes its platform as serving different learning styles, demographics, socioeconomic backgrounds, and work environments.Read 9 Oct 2026 · mysecureadvantage.com

Strong points and limits

Strong points

  • One-on-one coaching without financial-product sales
  • Education covers more than 45 financial topics
  • Bank-synced budgeting through MSA Wallet
  • 24/7 credit and Social Security number monitoring
  • Includes personalized action plans

Limits

  • Pricing requires scheduling a demo or contacting the company
  • Privacy policy cannot warrant transmission security
  • Personal information may be shared with service providers
  • Platform is limited to web and iOS

Who it suits

The service is intended for employees whose employers provide workplace financial education and support. It serves varied learning styles, demographics, socioeconomic backgrounds, and work environments.

Verdict

My Secure Advantage combines coaching, budgeting, monitoring, and structured financial education for employer-supported programs. Its broad tools and personalized plans are paired with organization-based purchasing and stated privacy limitations.

Where Specifiction places it

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