Serving employers and municipalities, financial institutions, financial professionals, colleges and universities, and high schools, the company adapts its programs to different audiences, goals, and organizational systems. Its platform offers more than 100 configurations and can integrate with existing systems, while its content spans foundational topics such as budgeting through advanced subjects such as equity strategies.

iGrad describes its education as comprehensive, independent, and free from product sales or hidden agendas. The program is supported by more than 15 years of experience and the backing of Aztec, a leader in adult education. Beyond technology and learning content, iGrad provides strategic guidance, launch support, and ongoing program optimization to help partners improve participation, retention, and return on investment. The company also offers financial wellness content solutions, educational resources, demos, and a podcast.