Financial AdvisorsEnhance your client relationships, simply and seamlessly.
Wealth and retirement solutions designed for advisors.
Our white-labeled platform puts your brand front and center, offering a customized, holistic workplace solution designed to streamline and scale your business. With true open architecture, you gain access to mutual funds, ETFs, CITs, managed accounts, models, and guaranteed retirement income solutions—all while supporting multiple plan types like MEPs, PEPs, and GOPs. Partner with WealthPlus to simplify onboarding, deliver unmatched value, and go deeper into your clients' benefit stack. Elevate your practice and grow with ease.
- Customizable plans
- Our platform offers a wide selection of investment options and plan structures, allowing you to adjust everything from plan features to asset allocation. With flexible and customizable solutions, you can deliver truly personalized financial strategies designed to meet your clients' specific needs.
- Expert advisor support
- Our dedicated advisor support team is here to assist with everything from plan setup to compliance, ensuring a smooth and efficient experience for both you and your clients. With expert guidance every step of the way, you can focus on delivering exceptional service while we handle the details.
- All-in-one platform
- Simplify your practice with a fully integrated platform designed to enhance your clients' benefits stack. From retirement plans to commuter benefits, our solution allows you to seamlessly service clients across all aspects of their financial well-being, delivering value beyond traditional offerings.
Your work, simplified and enhanced.
Tailored
From beginners to experts, our platform is designed to meet your needs and grow alongside your practice, ensuring you're always equipped to deliver exceptional service.
Intuitive
We leverage technology to make processes easier, faster, and more secure. With intuitive tools and seamless workflows, you can focus on offering top-tier guidance to your clients.
Effortless
We handle the heavy lifting so you can focus on what matters most: providing expert guidance to your clients.
Personalized investing
Choose from a variety of funds to design portfolios that fit your clients' unique needs, ensuring a customized approach to their financial future.
