Alegeus to Launch Next-Generation HSA Investment Experience at 2021 Client Success Summit
Alegeus, the market leader in consumer funding solutions, today announced it will launch its next-generation HSA investment solution at the 2021 Alegeus Client Success Summit, June 15-16. An extension of the Alegeus HSA experience, the investment solution goes beyond anything currently available from an HSA provider, with features like real-time and fractional trading, a fully automated robo advisor, and a full range of investing models for every investor experience level.
"HSAs are designed to be saving vehicles, yet most consumers today use them as spending accounts and are not disciplined about saving for the future," said Mark Waterstraat, chief customer officer at Alegeus. "This new modern investment experience, coupled with other capabilities like our high-yield banking model, will empower consumers to achieve financial wellness, supporting them through all phases of their healthcare journey - spending, saving and investing."
Built by a deeply knowledgeable HSA and investment product team - and powered by DriveWealth, a global leader for API-driven, cloud-based brokerage infrastructure - the Alegeus investment solution builds on the company's Smart Account strategy, with an impressive modern investment stack:
"We're proud to disrupt the HSA market with a true health and wealth experience that will serve as a differentiator for our clients in an increasingly competitive space," Waterstraat said. "This new investment solution is one part of a broader series of HSA enhancements that will allow our clients to compete in the market with a value-differentiated, best-in-class HSA solution."
Alegeus clients have already begun to recognize the new investment experience as the game-changer it is for brokers, employers and the 75M+ commercially insured Americans that have access to the Alegeus HSA.
"There's only one thing you can say about this new investment experience, and that is 'Wow!'" said Bob Davis, president of Rocky Mountain Reserve. "We believe this gives us an incredibly differentiated HSA offering - something that is a step above any other solution out there. The market for HSAs is incredibly competitive, and this gives us the capabilities to compete with anyone, including the big-name national HSA-focused banks and investment providers."
To get a first look at the new Alegeus investment solution, register here for the 2021 Alegeus Client Success Summit.
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