Vestwell is a holistic workplace benefits and savings platform that keeps your brand, investment philosophy, and client servicing model front and center.
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advisor NPS score
The partner
you can count on.
We support you every step of the way – from onboarding, ongoing administration and maintenance to navigating complex legislation and planning for your clients’ futures.
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businesses of all sizes
Custom-built benefits
for every business.
Whether you need a dedicated retirement plan partner or want to expand into other savings offerings, we enable thousands of financial professionals across all 50 states to better serve their clients.
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savers
Closing the
savings gap.
We make saving more accessible for more than one million savers nationwide. Our jargon-free, streamlined platform is easy for you and easy for your clients.
One platform, an entire
spectrum of savings solutions
spectrum of savings solutions
your clients and take your advisory to the next level:
How we support you
A dedicated team will work with you to custom design your platform and assist you through setup and onboarding. And as an
extension of your firm, Vestwell supports you with recordkeeping, ongoing administration, and a personalized whitelabeled user experience – so you can continue to build your business confidently.
- Robust Integrations
Our modern technology allows for integrations with 100+ industry-leading payroll providers. Plus, we’re constantly adding new integrations through Pay(k)onnect and iSolved.
- Intuitive Experience
Utilize a simple, modern interface designed for seamless interactions and experiences across our advisor, employer, and saver portals.
- Configurable Tech
Choose between modular components for bundled or unbundled administration. Plus, make it your own with co-branding options, flexible investment programs, and real-time data feeds.
- Open Architecture
Explore our flexible fund universe, including off-the-shelf offerings and build-your-own lineup or asset allocation models. 3(16) fiduciary services available.
- Dedicated Support
Our 1:1 service model for advisors means you will have a single point of contact throughout implementation and for ongoing support.
- Expert Guidance
Partner with specialized administration and plan design subject matter experts for comprehensive guidance every step of the way.
Customize the platform with your own branding elements to create a cohesive experience that strengthens affinity. In addition to logo, color scheme and messaging, this can include personalized welcome messages and educational content that reinforce your unique expertise and approach.
Tailor savings solutions to your client’s needs – from retirement planning to emergency savings and everything between – and automate administrative tasks on one streamlined platform. Our open architecture powers “off-the-shelf” or custom solutions complete with on-demand technology and compliance support.
Attract new clients, scale your business and deliver personalized financial planning services efficiently. Our advisor-friendly technology and support enable you to grow at your own speed and differentiate your practice in a highly competitive environment.
Key resources for advisors
Easily view retirement programs by state to help you optimize advice in alignment with current regulations.
Show me state retirement programs in
