Digital Record-Keeping Platform

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Digital Record-Keeping Platform

Offered by Vestwell
Savings
Sponsor fee waived for the first three months
  • Description
  • Advantage
  • Benefits

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. 



Advantage

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. 

Benefits

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