Financial Advisors
Modern savings platform built for advisors
Financial Advisors
See what you can build with Vestwell
Deliver a white labeled offering that puts your name and brand front and center. Our partnership powers your business behind the scenes as we become an extension of your firm.
Vestwell by the Numbers
The partner you can count on.
Dedicated expertise means you’re supported every step of the way: onboarding, ongoing administration and maintenance, navigating complex legislation, and planning for your clients’ futures.
The partner you can count on.
Dedicated expertise means you’re supported every step of the way: onboarding, ongoing administration and maintenance, navigating complex legislation, and planning for your clients’ futures.
Closing the savings gap.
We make saving more accessible for more than one million savers nationwide. Our jargon-free, streamlined platform is easy for you and easy for your clients.
Custom-built benefits for every business.
Vestwell powers savings programs for businesses across all 50 states. We enable thousands of financial professionals across the country to better serve their clients, whether you need a retirement plan partner or you’re expanding into other savings solutions.
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
Modernize your 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
We can integrate with 100+ payroll providers to simplify eligibility and payroll processing while taking more work off your plate.
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.