Cloud-Based Financial Wellness and Student Loan Assistance Platform
Overview
Fit Score
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SUMMARY
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RFP Issue Date: March 13th, 2026
Proposal Due Date: April 13th, 2026 @ 4:00PM
Issuing Agency
Cedar Tree Academy Public Charter School
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The organization seeks a vendor to provide a comprehensive cloud-based financial wellness and student loan assistance platform. This platform must cater to eligible employees and deliver support in student loan repayment, college planning tools, and a broad suite of financial wellness services designed to enhance overall employee financial stability and well-being.
Essential features include student loan repayment plan comparison and optimization tools, administration of employer-sponsored student loan repayment benefits, and access to college planning calculators and 529 savings education resources. The platform should also offer emergency savings solutions, budgeting tools, and retirement savings integration tools—including student loan retirement match capabilities.
A secure, cloud-based environment with mobile accessibility is required, as well as integration with payroll and benefits systems. The solution should provide an employer reporting dashboard to measure program outcomes and effectiveness.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.