Financial Institutions

Enjoy the benefits of owning a recordkeeper without the investment of operating one.

Accelerate digital transformation

Our workplace retirement offering brings you the modern architecture needed to create a fully customized solution. But more importantly, it's delivered on the cloud to help you accelerate digital transformation without distracting from your core competencies. Together, we can drive efficiency while eliminating legacy debt, offer exceptional service without an army of staff, and create portability so you can continue to support clients throughout their savings journeys.

Advisor

Financial Advice

You

Financial Wellness Tools
Managed Accounts
3(38) Investment Management

Partner / Bundle

3(16) Plan Admin / 5500 Filing
TPA Administrative Duties

Vestwell

Recordkeeping Infrastructure

You

Trust
Custody

How we support advisors

We believe technology plays a vital role in helping advisors build and scale their practices.

See how

Be yourself  (and we'll be the rest!)

Recordkeepers
Whether you're a regional or national recordkeeper, take control of your offering without relying on a legacy system. We automate the back office to help remove cost and impress clients with a modernized, easy-to-use platform.
RIA Aggregators
Own the brand, the data, and the ecosystem. By putting your expertise front and center, we'll operate behind-the-scenes to provide clients the experience they've come to expect.
Insurers
Support clients to and through retirement with stable value funds, lifetime income, or other proven strategies. We'll handle the back office so you can minimize distraction while maximizing service.
Asset Managers
Impress clients with the funds and services you've worked hard to build, while taking more control of the way they're delivered. We'll help you bring those strategies to market through your own, white-labeled recordkeeping platform.
Independent Broker Dealers & Wirehouses
Build a true end-to-end offering for workplace plans. We'll highlight your core competencies - investments, custody, advice, and more - and fill in the areas that could benefit from added efficiency.
Bank/Trust
Stand up your own native 401(k) to support clients throughout their entire savings journey. Most long-term investing begins in the workplace, and we'll help you drive engagement through a customized offering that puts your brand front and center.
Fintech
Engage your users where it all begins - at the workplace. We'll help you stand up your own, full service 401(k) in the same modern construct your clients have come to expect from a financial technology provider.

Whether you're a regional or national recordkeeper, take control of your offering without relying on a legacy system. We automate the back office to help remove cost and impress clients with a modernized, easy-to-use platform.

Better for you
- Increase scale in the small plan market
- Realize cost savings from existing plans
- Accelerate digital transformation
Better for your clients, too
- Offer an end-to-end solution through the brand they've come to trust
- Keep costs competitive without compromising quality or service
- Raise the bar with a modern, intuitive interface and extensive integrations