Francis LLC vs SmartDollar

Compare and evaluate Francis LLC vs SmartDollar based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Francis LLC offers Financial Coaching, Financial Education, Personal Investment Advisors to companies with 90,000 employees. SmartDollar offers Financial Education, Cash Flow & Budgeting, Financial Coaching to companies with 3,600,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Francis LLC

Francis LLC

Reviews pending

Product Description

Francis LLC

REAL HELP FROM A REAL PERSON. That’s MoneyAdvice@Work®. Our team of Money Advisors meet personally with MoneyAdvice@Work® users, whether on-site... Show More

SmartDollar

SmartDollar’s highly-trained coaches are available to help employees uncover the root problems that lead to poor financial decisions, help employees... Show More

Min. Group Size

Francis LLC

200 eligible

SmartDollar

2 eligible

Lives Serviced

Francis LLC

65,000

SmartDollar

1,100,000

Product Specific Features

Francis LLC

✓

Financial health assessment

✓

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

Not offered

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

Not offered

Debt management counseling

Not offered

Courses administration

SmartDollar

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

Francis LLC

Not offered

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

3rd Party Integrations

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Francis LLC

SmartDollar

Media

Francis LLC

SmartDollar

About

Francis LLC

Forget lengthy questionnaires, elaborate calculators, or impersonal call centers. Your employees want real help with their money from a real... Show More

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

Founded

Francis LLC

2004

SmartDollar

Established in 1992

Location

Francis LLC

Brookfield, Wisconsin

SmartDollar

Franklin, TN

Employees

Francis LLC

22

SmartDollar

70

Funding Summary

Francis LLC

Not Provided

SmartDollar

None

Website

Competitors

Francis LLC

-

SmartDollar

-

Reviews

Francis LLC

0.0 (0)

SmartDollar

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
Show All Reviews

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