DataPath

Grow deposits and strengthen client relationships with a modern HSA platform

The DataPath HSA platform helps banks and financial institutions launch, manage, and grow competitive Health Savings Account programs without the hassle of building a solution from scratch.

With the DataPath HSA platform, you can:
  • Work smarter with AI and intelligent automation
  • Stay compliant while reducing manual work
  • Win and keep clients with confidence 

The HSA Platform Built for Growth

Banks are under pressure to attract new deposits, deepen relationships, and differentiate their financial wellness offerings.

Many institutions struggle because traditional banking technology was never designed to support employer-sponsored benefits, integrated investments, account administration, and consumer engagement in one place.

The DataPath HSA platform changes that. Our solution combines powerful technology with integrated investments - all under your brand - to help you compete for one of the fastest-growing deposit opportunities in banking
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Everything you need in a modern HSA platform

HSA Platform

Deliver a modern, digital experience for account holders and employers. 

  • Convenient online enrollment and HSA elections
  • Real-time account management
  • Easy contribution and funding
  • Flexible access to submit receipts and disburse funds 
  • Intuitive consumer portal experience 

Technology

Modern Consumer Portal

Built-in Banking and Investments

Online Enrollment

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Mobile App

Integrated HSA Investments

Unlike many HSA platforms, DataPath includes built-in investment capabilities designed to help account holders maximize long-term savings and growth.

  • Integrated investment options with real-time investing capabilities
  • Lifestyle model portfolios managed by our in-house RIA
  • Investment performance reporting and educational investment resources

The result is a more engaging HSA experience that encourages larger account balances and long-term account retention.

Investments

Built-in Investment Options

Access to Investment Resources

RIA-developed Lifestyle Models

Real-time Investing Options

Maximized Investment Earnings

Confident, Compliant HSA Management

Worry-free HSA program so you can focus on customer relationships 

  • Accessible tax forms and reporting
  • Customizable plan document templates for employers
  • Enhanced security features to reduce fraud
  • Nondiscrimination testing 

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Something about Forms

Plan Document Templates

Security

Why Financial Institutions Choose DataPath

A successful HSA program requires more than software.
DataPath provides the technology, operational expertise, compliance support, and strategic guidance needed to transform your HSA offering into a scalable growth engine. 

Benefits of Partnering with DataPath

Intuitive Navigation

Innovative Engagement Tools

White-Label Solution

Modern User Experience

Designed for Growth

  • Increased HSA deposits
  • Stronger employer relationships
  • Robust consumer experience 
  • Integrated investment capabilities
  • Faster program launches
  • Scalable operations

Contact Us

Request a Consultation