HSAs & Investments
HSAs & Investments
Easy Administration, Built-in Investments, and Exceptional Consumer Experience
DataPath’s HSA platform provides comprehensive features for benefits professionals, employers, and consumers alike. With our HSA solution, you can offer hands-on, professional account management services with built-in investment options – a level of service that other providers simply can’t offer.
Put your growth opportunities into overdrive with DataPath's HSA and Investment platform.
DataPath's HSA platform simplifies HSA administration with built-in banking and investments, offering a comprehensive solution for benefits managers and employers.
You can effortlessly manage accounts with features like online enrollment, easy HSA rollovers, and simple-to-use plan document templates. You have the flexibility to offer as much or as little management as desired, whether by turning off MCC restrictions to allow consumers to self-adjudicate purchases or by providing hands-on expertise to account owners.
The platform also provides full visibility into accounts and reporting, making it a one-stop shop for HSA management.
Comprehensive One-stop Shop
Built-in Banking and Investments
Online Enrollment
Plan Document Templates
Easy HSA Rollovers
Our HSA platform offers built-in investment options that surpass traditional banking services.
Consumers can access investment prospectuses, RIA-developed lifestyle models, and detailed investor statements. In addition, our in-house Registered Investment Advisor selects and maintains investment options and model portfolios to help participants maximize their investment earnings.
The platform features an option for additional interest earnings and real-time investing options available on both mobile and desktop. This modern approach to investing helps consumers maximize their investment earnings.
Built-in Investment Options
Access to Investment Resources
RIA-developed Lifestyle Models
Real-time Investing Options
Maximized Investment Earnings
Exceptional Consumer Experience
Modern HSA Platform with a Cutting-edge Consumer Experience
Account holders enjoy a modern, engaging user experience with DataPath's HSA platform.
The intuitive navigation and innovative engagement tools help consumers make informed decisions about their healthcare spending and savings.
The platform's white-label capabilities also enable you to build brand equity and consumer confidence, while the full-featured mobile app and consumer portal provide seamless account management.
Modern User Experience
Intuitive Navigation
White-label Solution
Innovative Engagement Tools
Full-featured Mobile App and Consumer Portal
