Vestwell logo

Vestwell

Retirement Planning Software
active

New York, NY, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.3
(2 ratings)
Active: 2Former: 0
Features
4.5
(2 ratings)
Active: 2Former: 0
Reliability
3.9
(2 ratings)
Active: 2Former: 0
Performance
4.1
(2 ratings)
Active: 2Former: 0
Security
3.8
(2 ratings)
Active: 2Former: 0
Value for Money
3.9
(2 ratings)
Active: 2Former: 0
Customer Service
3.8
(2 ratings)
Active: 2Former: 0
Ease of Use
3.9
(2 ratings)
Active: 2Former: 0
Integrations
4.1
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Vestwell

Vestwell is a digital retirement platform designed to modernize and simplify the retirement planning process for small to medium-sized businesses. The platform serves as a 401(k) and 403(b) provider, offering a streamlined, user-friendly experience for employers and employees alike. Vestwell's primary purpose is to make retirement plans more accessible and manageable for companies that may not have the resources to handle complex retirement solutions. By automating many of the administrative tasks associated with retirement plans, Vestwell allows businesses to focus on their core operations while ensuring their employees have access to robust retirement savings options. Vestwell differentiates itself through its technology-driven approach, which integrates seamlessly with existing payroll systems and provides a high level of customization to meet the specific needs of each business. The platform's unique selling points include its ease of use, cost-effectiveness, and comprehensive support services. Vestwell's value proposition lies in its ability to reduce the administrative burden on employers while enhancing the retirement savings experience for employees. The platform's intuitive interface, combined with its commitment to transparency and fiduciary responsibility, makes it a compelling choice for businesses looking to offer competitive retirement benefits.

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Categories

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Industry Focus

Financial Services

Key Features

- Automated plan administration
- Seamless payroll integration
- Customizable investment options
- Fiduciary support
- Employee education and engagement tools
- Compliance and regulatory support

Pros

- User-friendly interface
- Cost-effective solution for small to medium-sized businesses
- Comprehensive support and fiduciary services
- Seamless integration with payroll systems

Cons

- Limited to retirement planning services
- No free version or trial available

Integrations

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Fidelity logo
TD Ameritrade logo
Charles Schwab logo
Orion Advisor Services logo
Black Diamond logo
Envestnet logo
MoneyGuidePro logo
Asure logo
QuickBooks logo
ADP logo
BambooHR logo
SAP logo
INK logo
Namely logo
BNY Mellon | Pershing logo
Voyant Tools logo

Key Competitors