Modernize your retirement practice.
Rather than replacing advisors, we believe technology plays a vital role in helping you better deliver financial planning and advice. Vestwell is designed to work as an extension of your advisor firm so you can more efficiently service your clients.
- Plug and play into your no-cost, white labeled solution that meets your client’s end-to-end retirement needs.
- Generate proposals (in minutes!), access plan status, and monitor your portfolio all in one place.
- Offer flexible, unconflicting investment strategies and plan designs with or without complete fiduciary oversight.
We can help design the right plan for your clients.
Benchmark the plan
We'll provide a free benchmarking report comparing plan services, investment options, and expenses. Just provide us with a 408(b)(2) notice and we'll do the rest.
Use Vestwell's turnkey strategies or build your own custom ones. We'll help import your investment models, while we handle rebalancing and behind-the-scenes operations.
Create plan illustrations
See if a profit sharing option or cash balance plan is right for your client. We have actuaries on staff to help create plan illustrations for your proposals.
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