Overview
Vestwell offers an intuitive platform for managing retirement savings, enabling businesses and advisors to deliver comprehensive financial solutions. While users may face some initial setup challenges, its responsive customer support and smooth integration with numerous third-party applications make Vestwell a dependable, user-friendly solution for long-term savings management.
Overall Rating
Based on 2 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Vestwell Specifications
Benefits Administration
Employee Self-Service Portal
Workforce Analytics
Payroll Integration
What Is Vestwell?
Vestwell is a cloud-based platform designed to simplify workplace savings programs. It offers comprehensive solutions for accounts like 401(k), 403(b), IRA, 529, ABLE, Emergency Savings, and Student Loan Paydown (SLP). The platform features seamless payroll integration, flexible plan options, and full administrative support, helping businesses manage and streamline employee savings programs. By offering an intuitive and efficient solution, Vestwell makes it easier for businesses and advisors to provide employees with effective retirement and savings plans.
Vestwell Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Vestwell Integrations
Vestwell software offers integration with a variety of third-party applications, including:
Who Is Vestwell For?
Vestwell serves businesses across a wide range of industries, including:
- Advisors
- Employers
- Employees
- Financial institutions
- Government agencies
- Third-party administrators (TPAs)
- Human Capital Management (HCM)/Payroll providers
Is Vestwell Right For You?
Looking for a comprehensive, easy-to-use savings solution? Vestwell offers an intuitive platform that integrates a wide range of savings products, providing flexibility and simplicity for advisors, employers, and savers. With world-class partnerships and customizable features, it addresses immediate needs while enabling scalable growth, making it an excellent choice for those looking to streamline savings management.
Are you still unsure about Vestwell? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
Vestwell Features
Vestwell features advisor-managed accounts that offer a personalized investment experience with technology-driven advice. Participants answer three guided questions, and a sophisticated algorithm customizes asset mixes, adapting over time to maximize success while users can adjust and monitor retirement goals.
The software supports pooled and multiple employer plans (Multiple Employer Plans - MEPs, Pooled Employer Plans - PEPs, and Group of Plans - GOPs), offering scalable retirement solutions for small to mid-sized businesses and not-for-profits. It simplifies savings, helping over one million savers nationwide with easy-to-use, jargon-free tools.
Automated Payroll Integration streamlines plan management by connecting with leading providers. Vestwell's platform automates contributions, elections, and payroll transactions through direct data feeds, reducing manual tasks and errors and enhancing overall efficiency for retirement plans and more.
State savings programs are powered by Vestwell's technology, offering a seamless, white-labeled experience for plan sponsors and participants. The Bank of New York Mellon Corporation (BNY) Mellon provides custody, recordkeeping, and investment management services, enhancing delivery and supporting program success.
The platform powers a comprehensive workplace savings ecosystem, integrating 401(k)s, HSAs, IRAs, 529s, emergency funds, and more. It simplifies the management of diverse savings initiatives, enabling tax-optimized investments and seamless fund allocation across various financial goals.
