Wallet1000

Spec sheet

Product

Wallet1000 provides a web-based financial wellness portal for 401(k) plan participants.Read 5 Oct 2026 · wallet1000.com

Intended users

The site describes the product for 401(k) advisors, financial coaches, and employers offering employee financial wellness programs.Read 5 Oct 2026 · wallet1000.com

Compliance

The advisor page says Wallet1000 captures all participant emails.Read 5 Oct 2026 · wallet1000.com

Support

Wallet1000’s advisor documentation directs users to [email protected] for questions or feedback.Read 5 Oct 2026 · wallet1000.com

Advisor tools

The platform includes firm branding, a participant CRM, analytics, and reporting.Read 5 Oct 2026 · wallet1000.com

Automated guidance

Participants can receive scheduled progress emails and educational content customized to their situation.Read 5 Oct 2026 · wallet1000.com

Calculators

Built-in calculators let clients explore retirement, savings, and debt payment scenarios.Read 5 Oct 2026 · wallet1000.com

Employer offering

Wallet1000 offers employers personalized financial plans and optional automated email follow-up for employees.Read 5 Oct 2026 · wallet1000.com

Engagement records

The Participant Engagement Platform records meetings, calls, and emails and provides built-in reporting.Read 5 Oct 2026 · wallet1000.com

Financial coaching

The coaching software can generate an initial plan from client-provided information and assign next steps with actionable content.Read 5 Oct 2026 · wallet1000.com

Financial plans

Participant plans can include budgeting, debt payment, retirement, college savings, insurance, and a financial timeline.Read 5 Oct 2026 · wallet1000.com

Languages

Participant content is available in English and Spanish, with additional languages forthcoming.Read 5 Oct 2026 · wallet1000.com

Wellness score

The financial wellness score is recalculated when a client enters a transaction, completes a task, or updates account information.Read 5 Oct 2026 · wallet1000.com

Plans and prices

Every Wallet1000 plan and price →

Where Specifiction places it

• Employee Financial Wellness Software#23 of 286.9