Technology
Discover how our proprietary technology streamlines every part of the savings experience.
Security 
Built on security and trust.
Vestwell’s modern platform powers retirement and savings programs at scale, from emerging businesses to enterprise partners and state programs. We combine a cloud-native architecture, embedded compliance, and intuitive experiences so you can launch, manage, and grow programs with confidence.
Designed to protect every user.
Faster setup
Guided onboarding and templated plan design reduce back‑and‑forth so you can launch sooner.
Payroll that just works
Direct integrations and automated checks keep contributions accurate and on time.
Compliance & security built in
Testing, notices, and year‑end packages handled—so you can focus on your team.
Advisor‑friendly
Support for advisor‑managed accounts and investment menus with clear roles.
Tools to grow
Dashboards, alerts, and workflows to manage more plans efficiently.
Co‑brand and connect
Marketing tools and APIs to embed your brand across client experiences.
Simple and secure
Easy sign‑up, MFA, encrypted data, and clear progress tracking.
Meaningful guidance
Education and goal‑based nudges for confident saving.
Mobile, multilingual
iOS and Android apps with multilingual support to reach more savers.
Scalable by design
Multi‑tenant architecture, robust permissions, and high‑availability infrastructure.
White label ready
Configurable branding and experiences for your program.
Real‑time insights
Event‑driven data and secure integrations to keep systems in sync.
We’ve got you covered.
Let’s build the savings solutions that move your business, your people, and your future forward.
