Best Money Moves Review
Best Money Moves is a mobile-first financial wellness platform with 1,000+ pieces of content, journeys and the employer’s benefits in one place, and coaching as an upgrade.
- Pricing model
- Quote only
- Deployment
- Cloud
Best for
- Employers and HR platforms that want a white-labeled, highly customizable content platform
- Platforms that want to embed financial wellness content through an API
- Buyers that require SOC 2 Type 2 and HIPAA compliance
Not ideal for
- Employers that want coaching included in the base program
- Employees who prefer a native app from an app store
How we evaluated Best Money Moves
This review rests on 13 facts checked against Best Money Moves’s official pricing pages and documentation, most recently on . We did not test the product hands-on: the score and the pros and cons use only those verified facts, as our methodology explains, and third-party ratings are quoted, never scored.
Our verdict
Best Money Moves is a mobile-first financial wellness platform that measures each employee’s financial stress and answers it with 1,000+ pieces of content, journeys, the employer’s own benefits and partner solutions. It states SOC 2 Type 2 and HIPAA compliance and a published API and SSO; coaches, advisors and credit scores are upgrades.
Strengths
SOC 2 Type 2 and HIPAA
Certified SOC 2 Type 2 and HIPAA compliant by outside auditors, hosted on AWS and fully encrypted.
Evidence: SOC 2 Type II: Yes
API and SSO
Platforms can pull its content or widgets through a published API and SSO.
Evidence: Open API: Yes
Customizable
Branding, employee groups by location or salary range, custom content and contests, or a white-label version.
Evidence: Key features: 1,000+ pieces of written and video content, Custom branding, groups and content; white-label option, Employer’s own benefits built into the platform, Monthly live webinars with replays, Shows how many employees have compromised email addresses
Benefits in one place
The employer’s own benefits sit next to curated partner solutions inside the platform.
Evidence: Benefits and retirement plan guidance: Yes
Weaknesses
Coaching is an upgrade
Money Coaches, Financial Advisors and credit scores are added to the base platform.
Evidence: Extra costs: Credit scores, Access to Money Coaches, Access to Financial Advisors
No app-store app
It runs as a responsive web product rather than a downloadable app.
Evidence: Mobile apps: No
Quote-only pricing
No prices are published; demos are booked through sales.
Evidence: Pricing model: Quote only
Price at a glance
Pricing model
Quote only
Quick answers
- How much does Best Money Moves cost?
- Best Money Moves publishes no prices; demos are booked through its sales team. Credit scores, Money Coaches and Financial Advisors are upgrades on top of the platform.Based on Pricing model: Quote only
- Does Best Money Moves include financial coaching?
- Coaching is an upgrade: credit scores and access to its Money Coaches and Financial Advisors are added to the base platform, and most customers add them.Based on Extra costs: Credit scores, Access to Money Coaches, Access to Financial Advisors
- Is Best Money Moves an app?
- No. It is a mobile-first, responsive web product that works on any phone, tablet or desktop, not an app you download from an app store.Based on Mobile apps: No
- Is Best Money Moves SOC 2 compliant?
- Yes. It says it is certified SOC 2 Type 2 and HIPAA compliant by outside auditors, and the platform runs on AWS, fully encrypted.Based on SOC 2 Type II: Yes
Coverage of core financial wellness capabilities
Each core capability we evaluate in Financial Wellness, checked against Best Money Moves’s own documentation. “Not verified yet” means we have not confirmed it either way, not that it is missing.
7 verified of 9 core capabilities
Financial Wellness
- One-on-one financial coaching
- Financial education
- Personalized planning tools
- Debt and student loan guidance
- Emergency savings support · not verified yet
- Benefits and retirement plan guidance
- Account linking · not verified yet
- Privacy controls
- Aggregate outcome reporting
Specifications
Pricing
- Price transparency
- Quote only
Product
- Modules
- Financial stress measurement, Content library and courses, Journeys for life milestones, Benefits and partner solutions section, Money Coaches and Financial Advisors (upgrades), Monthly live webinars
- Mobile apps
- No
- AI features
- AI platform that personalizes information, tools and products from user activity
Integrations
- Open API
- Yes
Support
- Support channels
Best Money Moves alternatives
Security and compliance
- SOC 2 Type IIYes
- HIPAAYes
- Single sign-onYes
Best Money Moves: frequently asked questions
Does Best Money Moves have an API?
Yes. HR, real estate, healthcare and financial platforms use its published API and SSO to pull content or widgets into their own products.
Can Best Money Moves be white-labeled?
Yes. Its 3.0 platform can be fully branded or white-labeled, with employee groups and custom content.
Who is Best Money Moves designed for?
Every employee: older employees use its retirement readiness tools, younger ones learn about buying and insuring a car or paying down student debt, and lower-wage employees use journeys for milestones like a first home.
Does Best Money Moves offer webinars?
Yes. It runs a live webinar every month except December, with experts and anonymous questions, and keeps replays inside the platform.
What is Best Money Moves used for?
Best Money Moves is a financial wellness product. Its modules include Financial stress measurement, Content library and courses, Journeys for life milestones, Benefits and partner solutions section, and 2 more.
What are the best alternatives to Best Money Moves?
In our financial wellness ranking, the highest-scored products other than Best Money Moves are Financial Finesse, Your Money Line, and BrightPlan. Compared side by side, by reason to switch: Best Money Moves alternatives.
What are the pros and cons of Best Money Moves?
Strengths documented on the vendor’s own pages: SOC 2 Type 2 and HIPAA, API and SSO, and customizable. It is less suited to employers that want coaching included in the base program and employees who prefer a native app from an app store.
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