Fintech Report Card for January 2018

fintech“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.

Fintech Giants Roll Out Digital 401k Platform

digital 401k

Riskalyze unveiled “the first end-to-end digital 401k experience” Wednesday at the T3 Advisor Conference. Riskalyze Retirement Solutions, powered by Vestwell, is a digital platform designed to make it easy and profitable for advisors to propose, onboard and serve 401k plans.

“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.

Vestwell Integrates Morningstar 3(21) Fiduciary Services to Platform

fiduciary services Vestwell, a digital retirement platform, announced it will be offering a select list of investment options under Morningstar Investment Management LLC’s 3(21) fiduciary services program to Vestwell clients.

“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.

Retirement Plans Made Easy With Vestwell

Vestwell
The BZ Awards is an oscar-like event to showcase the companies with the most impressive technology, who are paving the future in financial services and capital markets. In preparation for its biggest installment yet this May, we’re profiling the companies who have moved on as a finalist in their category. In this feature we focus in on Vestwell.
“… we ultimately want to help people save more by making it easier to access really great plans” – Aaron Schumm. Read more here.