Our high-touch customer service and seamless integrations allow you to create the platform you and your clients deserve.
 A dedicated team will work with you to custom-design your platform and assist you through setup and onboarding. As an extension of your firm, Vestwell supports you with recordkeeping, ongoing administration, and a personalized whitelabeled user experience – so you can continue to build your business confidently.

Robust Integrations
Our modern technology allows for integrations with 100+ industry-leading payroll providers. Plus, we’re constantly adding new integrations through Pay(k)onnect and iSolved.

Intuitive Experience
Utilize a simple, modern interface for seamless interactions and experiences across our advisor, employer, and saver portals.

Configurable Tech
Choose between modular components for bundled or unbundled administration. Plus, make it your own with co-branding options, flexible investment programs, and real-time data feeds.

Open Architecture
Explore our flexible fund universe, including off-the-shelf offerings and build-your-own lineup or asset allocation models. 3(16) fiduciary services available.

Dedicated Support
Our 1:1 service model for advisors means you will have a single point of contact throughout implementation and for ongoing support.

Expert Guidance
Partner with specialized administration and plan design subject matter experts for comprehensive guidance every step of the way.