Retirement savings without the guesswork

Existing customers were moving to competitors and prospective customers dismissed BlueStar due to the lack of a mobile app offering to serve plan employees.

Struggled to keep up with competitors using advanced technologies, especially native mobile apps, impacting their value proposition and market competitiveness.

Retirement funds experience the highest percentage of fraud in the financial industry. A new mobile app created a potential breach risk.

Catering to participants’ diverse investment needs, considering factors like age and risk tolerance, was challenging, demanding a personalized, guided user experience.

Investing and employee benefits are complex topics that often confuse employees. Given the impact on users lives, creating a simplified, educational experience was key.

Transaction-capable guided enrollment flow that helps participants select their contributions, investments, and manage their beneficiaries.

Powered by an APEX integration, participants receive automated and personalized investment portfolio recommendations.

Users can set goals for their retirement and show progress towards those goals in a simple, easy-to-understand format.

Employees can review their projected retirement income and quickly make changes to their retirement roadmap. The app offers suggestions to improve the projected retirement numbers.

Employees can easily update the contribution amount with guidance on how to maximize the employer’s contribution matching plan and take advantage of the plan’s tax benefits.

Verifies user’s identity based on their device with face ID on iPhone and fingerprint login on android. Push notifications encourage users to engage with the application, new features, marketing messaging and updates.