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Financial Advisors

Scale your 401(k) practice with a customizable recordkeeping solution.

Built for advisors

Rather than replacing advisors, we believe technology plays a vital role in helping you succeed.

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  • Scale your practice

    Scale your practice

    Legacy technology stacks are becoming too costly and cumbersome to scale, especially in the small to mid-sized market. Our modern architecture drives efficiency up and cost down so you can effectively grow your retirement plan practice.

  • Customize your offering

    Customize your offering

    As a 401(k) plan advisor, your value comes from engaging clients on everything from investments and plan design to strategies and compliance. Stay in the driver's seat with the ability to deliver a white labeled offering that's right for them.

  • Delight your clients

    Delight your clients

    We've all become used to modern interactions, real-time communications, and transparent costs. Give your clients the experience they expect and deserve.

Vestwell becomes an extension of your firm

  • Your firm can provide

    • Your firm can provideConsulting services
    • Your firm can provideIntegrated content and tools
    • Your firm can provideFund management
  • Vestwell (and TPA partners) provide

    • Vestwell (and TPA partners) provideWhite-label branded experience
    • Vestwell (and TPA partners) provideTPA & ERISA 3(16) administration (Optional)
    • Vestwell (and TPA partners) provideRecordkeeping, trust, & custody
  • Possible integrations

    • Possible integrationsData integrations
    • Possible integrationsManaged accounts
Your Firm
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  • 3(38) Investment Management
  • IRA Rollovers
  • Managed Accounts
  • Data / Integrations
  • Education & Enrollment
Bundled or Partner
  • TPA Services
  • 3(16) Administrative Services
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  • White Label User Experience
  • Recordkeeping Technology
  • Trust & Custody
  • API Gateway for Customization

Modernize your 401(k) offering

  • Configurable

    Configurable

    Modular components for bundled or unbundled administration. Plus co-branding options, flexible investment programs (including managed accounts), and real-time data feeds to make it your own.

  • Integrated

    Integrated

    Dozens of payroll integrations to simplify eligibility and payroll processing - for 401(k)s and beyond.

  • Intuitive

    Intuitive

    Modern, user-friendly interactions and experience to delight your clients along the way.

  • Cost-effective

    Cost-effective

    Transparent, competitive pricing so clients always know what they're paying for.

  • Streamlined

    Streamlined

    Simplified administration makes it easier for you to support clients while empowering them to engage along the way.

  • Open architecture

    Open architecture

    Flexible fund universe whether you want an off-the-shelf offering or to build you own fund lineup or asset allocation models.