Why HR teams choose Rolan
Built to be used, trusted and measured.
Real engagement, not just enrollment
Practical tools, timely insights and expert support give employees reasons to keep coming back.
Personalized, not one-size-fits-all
AI-powered insights based on each employee's own finances, paired with 1:1 guidance tailored to their questions and goals.
Nothing to sell, ever
Independent, commission-free CFP® professionals focused on your employees' goals, not on selling financial products.
Insights you can act on
Track engagement, satisfaction, financial topics and other meaningful trends through anonymized, aggregate reporting. Never anyone's individual finances.
A partner that moves fast
A responsive team that listens to employee feedback and acts on it quickly.
What's included
Everything your people need, in one benefit.
The Rolan app
One view of spending, savings, debt, net worth and more, with AI-powered insights, budgets and goals built on each employee's own numbers.
1:1 sessions with CFP® professionals
Virtual sessions with independent, commission-free CFP® professionals for any question, big or small.
Workshops for your teams and ERGs
Custom financial education sessions built around the topics your people care about.
Plan a workshop →Launch and engagement support
A launch and engagement plan customized to your workforce, with ongoing support from our team.
How launch works
A light lift for your team.
Kickoff
We tailor the program and launch plan to your team.
Launch
Employees get everything they need to join and book their first session.
Ongoing support
Workshops, reminders and aggregate reporting keep the program working.
Cost calculator
What is financial stress costing your company?
Two numbers. No sign-up. A ready-to-send email for leadership.
Your ready-to-send email
Subject: Quick idea: the cost of financial stress here
FAQ