3e5474261c3a11eebc045abd4830f98f
Modern recordkeeping meets high-touch service
Vestwell Flex pairs our modern, digital recordkeeping platform with the high touch service that TPAs provide - all with the ease of a streamlined client experience.
Why choose Vestwell Flex?
Flex is a streamlined solution for clients looking for the best of both worlds.
EFFORTLESS TPA PARTNERSHIP
Select your preferred TPA at one streamlined price. Save time sourcing TPAs so you can focus on the businesses you serve.
SIMPLIFIED PRICING
Consolidated fees, billing and contracts make your client's experience smooth & seamless.
HANDS-ON SUPPORT
Your trusted TPA partners can help you and your clients with plan consultation, profit sharing, and outside assets.
Why partner with Vestwell?
- Open architecture
- Modern technology
- White labeling capabilities
- Managed accounts
- Dedicated service team
- 100+ payroll integrations
- Streamlined administration
- Plan design consultation
- Automated contracts & billing
- Investment oversight
FLEX PARTNERS
Reach out to tpasales@vestwell.com to learn more.