Financial Wellness Platform
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
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 client seeks a vendor to provide a comprehensive financial wellness platform focused on financial wellness and student loan assistance services. The platform should offer robust student loan repayment support, college planning tools, and a broad range of services designed to enhance employee financial stability and overall well-being.
Key requirements include retirement savings integration tools, such as student loan retirement match capabilities where applicable, and advanced repayment plan comparison and optimization features. The platform must provide guidance on federal income-driven repayment and Public Service Loan Forgiveness (PSLF) programs, offer emergency savings solutions, and include user-friendly budgeting tools.
The solution should be secure, cloud-based, and accessible via mobile devices. Integration with existing HRIS, payroll, and benefits systems is essential, along with an employer reporting dashboard that delivers measurable outcomes.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.