Technology
Discover how our proprietary technology streamlines every part of the savings experience.
Service & Support 
Service you can count on.
Vestwell pairs modern technology with a hands‑on approach to deliver white‑glove service at scale.
We’ve got you covered.
- 1:1onboarding support
- 240+Get support in over 240 languages
- 120+industry specialists in your corner
Support that meets you where you are.
Seamless onboarding
Guided plan setup with payroll integration and real‑time status updates.
Ongoing compliance support
Stay ahead of government-mandated testing and reporting requirements, with included audit assistance.
Flexible service channels
Get help by phone, email, or through a 300+ article help center.
Scalable growth support
Expand your book of business with streamlined plan setup, integrated payroll, and efficient administration.
Advisor‑friendly tools
Access intuitive dashboards, plan health reporting, and automated workflows to serve more clients effectively.
Dedicated relationship management
Rely on a consistent point of contact who understands your practice and helps resolve issues quickly.
User‑friendly portals
Simple, secure web and mobile experiences to manage accounts anytime.
Clear, inclusive communication
Multilingual support and accessible design for every saver.
Reliable account servicing
Prompt resolution of inquiries, from contributions to distributions.
Deep integrations
API‑driven connections to streamline data sharing and reduce errors.
Co‑branded solutions
Offer tailored experiences that align with your brand.
Joint client success
Collaborate on service strategies that deliver value to shared clients.
Ready to experience service at scale?
Partner with Vestwell to deliver seamless, reliable, and personalized support for every client, every time.
“Our clients get excellent support from Vestwell, and it has really allowed us to scale. ”
