Advisor Managed Accounts | Vestwell

Advisor Managed Accounts

Cost

Our affordable solution keeps price well below industry average - starting at just 30 bps.*

*excluding underlying investment product fees

Experience

The managed account experience is built directly into the platform, allowing you to seamlessly engage investors right where they are.

Investments

Our offering is completely open architecture, so you can craft your own unique investment programs or use ours.

Adoption

By making our managed account offering the default investment you can increase adoption rates while giving participants the oversight they need, when they need it.

Personalization

A sophisticated algorithm makes recommendations on how much to save and how to invest for a truly personalized portfolio.

Participants answer 3 guided questions to determine goals.

A sophisticated algorithm pairs goals with data to create a personalized asset mix that changes over time, seeking to maximize the probability of success.

Participants can adjust retirement goals and monitor progress to and through retirement.

Goals based investing

Franklin Templeton's Goals Optimization Engine (GOE™) combines an investor's personal goals with extensive data points collected from our recordkeeping system.

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