We couldn’t be happier to have partnered with Vestwell in delivering the best of breed 401(k) and 403(b) platform in the industry.
SAN DIEGO (PRWEB) October 07, 2020
Chalice Network, the online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is thrilled to announce their partnership with Vestwell.
Vestwell is the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. This partnership will give Chalice advisors a more effective way to scale and service in the small plan retirement market. Through the use of Vestwell’s API-driven technology, advisors now have access to a modern-tech stack that will help them deliver customized, user-friendly, and cost effective 401(k) and 403(b) solutions.
“I have been blessed to know and work with Aaron Schumm for a very long time and he is a brilliant FinTech executive who continues to innovate and digitally enable both investors and advisors through cutting edge technology. We couldn’t be happier to have partnered with Vestwell in delivering the best of breed 401(k) and 403(b) platform in the industry,” says Keith Gregg, Founder and CEO of Chalice Network.
- Marrying a tech-forward solution with a strong network of RIAs, means retirement plan advisors can spend more time providing valuable services and driving better outcomes.
- With open architecture and flexible plan design, advisors can customize their offering to bring clients the best solutions for their unique needs.
- Vestwell’s integration with dozens of payroll providers and other cutting-edge technologies creates a more seamless experience for plan sponsors and the advisors who service them.
- Advisors can white-label their offering to further define their personal value-proposition by putting their brand front and center while leveraging the platform for anything not core to their business.
“Just like Chalice, Vestwell is dedicated to helping advisors run, grow, and protect their business,” says Ben Thomason, EVP, Revenue at Vestwell. “We’re thrilled to be partnering with Chalice’s strong network of advisors to offer scalable, quality, and affordable retirement plans to the traditionally underserved small plan market.”
About Chalice Network™ - https://www.chalicenetwork.com
Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals.
Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.
About Vestwell – https://vestwell.com/
Vestwell is the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. We have rearchitected the workplace retirement offering from the ground up and built an engine to power the $30T industry. Our customizable, open architecture, and white-labeled platform becomes a natural extension of financial services and payroll partners, while removing traditional friction points plaguing legacy recordkeeping. The result is an easier, more efficient, and all-around better experience for everyone, delivered at a fraction of the cost. Learn more at Vestwell.com and on Twitter @Vestwell.