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.
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
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
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
Consulting services - Integrated content and tools
- Fund management
Vestwell (and TPA partners) provide
- White-label branded experience
- TPA & ERISA 3(16) administration (Optional)
- Recordkeeping, trust, & custody
Possible integrations
- Data integrations
- Managed accounts
- 3(38) Investment Management
- IRA Rollovers
- Managed Accounts
- Data / Integrations
- Education & Enrollment
- TPA Services
- 3(16) Administrative Services
- White Label User Experience
- Recordkeeping Technology
- Trust & Custody
- API Gateway for Customization
The savings are real (and so is the value)
In rearchitecting the retirement plan offering, Vestwell created cost efficiencies that we're able to pass along to you and your clients. Want to see for yourself?
Modernize your 401(k) offering
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
Dozens of payroll integrations to simplify eligibility and payroll processing - for 401(k)s and beyond.
Intuitive
Modern, user-friendly interactions and experience to delight your clients along the way.
Cost-effective
Transparent, competitive pricing so clients always know what they're paying for.
Streamlined
Simplified administration makes it easier for you to support clients while empowering them to engage along the way.
Open architecture
Flexible fund universe whether you want an off-the-shelf offering or to build your own fund lineup or asset allocation models.