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Fintech Integration Marketplace / Wealth Management / Retirement Planning

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Vestwell

Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell’s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor’s services, acting in everyone’s best interest, while scaling through technology and allowing financial advisors to focus on clients.

Website

https://vestwell.com/

Contacts

sales@vestwell.com

https://www.facebook.com/vestwell401k/

https://www.linkedin.com/company/vestwell-advisors/

https://twitter.com/Vestwell

Vestwell
  • Retirement Planning
Vestwell

Companies that integrate with Vestwell

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation

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Vestwell

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