“In today’s technology landscape it’s crucial to be able to establish connectivity across any industry player that either brings value to you as your core business or to your clients and their core business” said Aaron Schumm, Founder and CEO. More on this topic here.
“By coupling Vestwell’s turnkey retirement solution with Namely’s humanized and savvy HR system, we’re able to create a more harmonious experience for the plan sponsor and their participants” The full article can be found here.
401k Specialist discusses the collaboration between Namely and Vestwell… “One of the best parts of marrying the two technologies: by compiling HR and 401k data in one place, plan managers are relieved from the cumbersome task of ‘providing ongoing payroll information and updated election deferrals.’
“Where do you best service your client — plan design, product selection, education services? We become the rest of that equation around the adviser,” said Vestwell founder and CEO Aaron Schumm. Read the full article here.
Get updated on March 2018’s latest #FinTech news here.
“Schumm says the lack of the necessary scale and structure for advisors to serve multiple retirement plans was the whole reason we built Vestwell”. Read the article here.
“Riskalyze expected to be a competitor, not a collaborator with Vestwell, at first”. More on this unique collaboration here.
“Equipping advisors and clients with a digital retirement experience that helps alleviate administrative and fiduciary burdens has been, and always will be, a top priority for Vestwell as we continue to expand our offering,” said Vestwell Founder and CEO Aaron Schumm. More January news here.
“Through our joint platform, Riskalyze advisors will be able to create and manage retirement accounts quickly and painlessly, while meeting all compliance needs”
See the full article here.
“We’re delighted to integrate Morningstar Investment Management’s 3(21) fiduciary services program, which complements our offering and provides advisers with a diverse, highly customizable set of retirement solutions for their clients”.
Read more here.