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Rippling for Financial Services
Invest in your team and clients, not your HR and IT busy work
Eliminate busywork
Effortlessly onboard, pay, and manage employees
Doubling your headcount doesn’t mean you should be doubling your workload. Rippling lets you manage all of your people operations in one place.
Payroll that runs itself
Rippling syncs all your business’s HR data with payroll. Never manually enter data, like PTO hours, or use a calculator to crunch 401k, HSA, or FSA deductions again.
Automatic updates with employee changes
Exciting new change—like promotion, marriage, or department transfer? Complete changes in minutes, not hours. For example, when an employee is promoted to a manager, Rippling can automatically update their permissions in Rippling and other work apps based on preconfigured settings for their new role.
Effortless device management
Use one integrated solution to securely manage your employees’ computers, monitors, and more. Rippling lets you set up, ship, and monitor devices from the comfort of your own computer. Plus, if you have remote employees, we can manage the device retrieval process when they offboard and even store unused devices at our secure warehouse.
Onboarding automation
Onboard new hires in 90 seconds
With new hires starting every week, onboarding is a daily task for fast-growing financial firms. Rippling makes it incredibly easy—we’ll automatically add new hires to payroll, enroll them in benefits, and set them up in the right systems like GSuite, Slack, or Anaplan.
Talent acquisition and retention
Attract the best talent to help you hit your ambitious goals
Rippling provides the resources and tools you need to create a top-notch employee experience that helps you recruit—and retain—the best talent.
Benefits management
Offer Fortune 500 benefits
We make it easy to access world-class employee health benefits through Rippling, with your trusted broker, or by leveraging our PEO offering. Differentiate your firm in this competitive hiring market by offering attractive benefits like 401(k), access to OneMedical, or DoorDash meal perks right through the Rippling App Shop.
Learning Management
Help your team continuously learn and grow
Keep your high-performers engaged with access to 1,000+ pre-built training courses—such as Sarbanes-Oxley Act of 2002, Securities and Exchange Commission, and Investment Banking & Regulatory Agencies—through Rippling Learning Management. Automatically enroll people based on their title, location, or department, and keep track of their progress.
Accelerate digital transformation
Speed up your innovation agenda with software that scales with you
Unlike disconnected legacy systems that make it difficult to keep up with clients’ changing needs, Rippling’s fully integrated platform is built to help firms stay agile and innovative.
Powerful reporting for smarter decisions
Rippling is the only workforce platform that brings all of your workforce data together into a single unified dataset. From payroll to recruiting to IT, sales, and benefits—we combine everything together so you can get deep insights.
Accounting integrations for simple or complex firms
Rippling automatically keeps your general ledger up to date by automatically syncing with accounting software, like Quickbooks, Xero, Sage and NetSuite.
Customize anything and everything
Rippling lets you tailor it to your unique processes. Customize fields, workflows, change requests, permissions, and approvals. Give up work, but not control.
Security
Protect your firm and client data
We take IT security to the next level by automatically revoking access to employees’ work apps, email, and computers once they offboard. That means your client data is always secure. Rippling itself is SOC 2 Type II, GDPR, and CCPA compliant—built to handle confidential data securely.
Built different
Learn more about the Rippling platformAnalyze, automate, and orchestrate anything
Most “all-in-one” software consists of acquired systems. These modules are disconnected, so your business data is, too. Rippling takes a platform approach, building products on a single source of truth for all business data related to employees. This rich, flexible data source unlocks a powerful set of capabilities.
See how you can automate your workflows and reporting with Rippling’s growing library of pre-built templates.
Get a demo—live or on demand
Rippling is a single platform that can help your business manage all of its employee data and operations, no matter its size.