Financial Institutions - Retirement Plan Platform | Vestwell
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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.

Be yourself
 (and we'll be the rest!)

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    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.

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    RIA Aggregators

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    Insurers

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    Asset Managers

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    Independent Broker Dealers & Wirehouses

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    Bank/Trust

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    Fintech

    • Increase scale in the small plan market

    • Realize cost savings from existing plans

    • Accelerate digital transformation

    • 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