Intuitive Dashboard
Investment Simplified
Employer Experience
Learning and Education
![](https://savingsoak.com/wp-content/uploads/2022/02/Screen_INTUITIVE-DASHBOARD-01_a.png)
Intuitive Employee Dashboard
- Experience the unified view of your cash, investment
positions, and expenses. - Track contributions and Shoebox healthcare receipts
- View expenses by category and reimburse yourself quickly
- Timely and contextual reminders encourage employees to save and invest, not spend, their HSA dollars for retirement
![Investment Simplified](https://savingsoak.com/wp-content/uploads/2022/02/Screen_INVESTMENTS-SIMPLIFIED-01_a-1024x686.png)
Investment Simplified
- HSA investing made easy
- No minimum to start investing
- Personalized portfolios with investments selected by a professional investment manager
- A self-directed option with hundreds of low-cost ETFs, stocks, and mutual funds
![Employer Experience](https://savingsoak.com/wp-content/uploads/2022/02/Employer_Screen01_a-1024x686.png)
Automated Employer Experience
- Automated employee enrollment and ongoing contributions with quick and easy payroll integration
- Secure and PII compliant online reporting to track employee behavior, including enrollment and contribution trends
- Education at your fingertips: You deploy the right content to the right people at the right time, without leaving your employer portal
![Learning Education](https://savingsoak.com/wp-content/uploads/2022/02/LearningEducation-Tab_02-1024x686.png)
Employee Learning and Education
- Rewards combined with education maximizes employee participation, savings & investing
- Automated communications encourage employees to become better healthcare consumers
- Education strategies customized to meet the unique learning styles and financial acumen of your employees