Digital Record-Keeping Platform
Bring your retirement plan practice into the modern Fintech era.
Vestwell has rearchitected the workplace retirement offering from the ground up and built a recordkeeping engine that helps you more effectively scale and service…on your terms. Our customizable, open architecture, and white-labeled platform becomes a natural extension of your firm, while removing traditional friction points plaguing legacy recordkeeping. The result is an easier, more efficient, and all-around better experience for everyone, delivered at a fraction of the cost.
Chalice members can activate their Vestwell portal and immediately begin selling plans. As an incentive, Vestwell will waive the first three months of a Plan Sponsor’s base fee.
We believe technology plays a vital role in helping advisors better delivery financial solutions. With Vestwell, you get the tools and flexibility you need.
- Bundled or unbundled
- Open architecture
- Flexible plan design
- Extensive reporting
- Modern technology
- White labeled
- Competitive pricing
- Integrated payroll
- Dedicated client servicing