HealthEquity Announces the Release of Its Investment Desktop 2.0
January 15, 2020 at 06:35 pm IST
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HealthEquity announced the release of its Investment Desktop 2.0, an elevated, digital platform experience, transforming the way members manage and grow their HSAs. The new desktop makes it easier and more cost effective to invest with HealthEquity. Based on HealthEquity’s extensive research, the desktop solution is designed to help address key barriers keeping individuals and families from investing their HSAs. Too few are capitalizing on opportunities and resources available to help increase their HSA funds due to fear, inexperience and perceived difficulty. The benefits and key features of HealthEquity’s new investment desktop include: Education Center – provides benefits managers and members access to investment calculators and educational guides; Simplified Enrollment – allows members to easily initiate their HSA and begin investing on their own terms; Enhanced Management – simplifies transaction decision making and execution; On-Screen Platform Guidance – provides real-time, step-by-step navigation for a more informed investing experience; Lower Fees – caps administrative and investment advisory fees allowing members to retain more of their HSA dollars. In addition, HealthEquity independently provides fund options to members based on one measure – the value to the member. The company does not receive revenue from funding entities, meaning members can rely on the platform to provide unbiased, balanced options. HealthEquity’s investment desktop encourages members to strategically accumulate wealth with self-service tools to select funding options quickly and easily. With an improved user experience, members can view, select and update their options in only a few clicks.
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings and make investment choices.