Who we powerSimplifying financial planning for individuals and teams of all sizes.

EmployersEmpower your workforce with WealthPlus.

Your partner in benefits excellence.

WealthPlus is designed to help employers take control of their benefits stack, offering a seamless and customizable platform that simplifies administration while delivering exceptional value to employees. From tailored benefits packages to cutting-edge technology, we empower you to attract and retain top talent while staying competitive in today's market.

Customizable plans
Every workforce is unique, and so are their benefits needs. WealthPlus offers fully customizable plans that align with your company's goals and your employees' expectations. Whether it's retirement plans like 401(k)s and IRAs or innovative benefits solutions, we provide the flexibility to design a package that works for you.

Expert advisor support
Our team of experts is here to guide you through every stage of your benefits journey. From plan design to implementation and ongoing support, WealthPlus ensures you have the tools and knowledge to make informed decisions that benefit both your business and your employees.

All-in-one platform
Say goodbye to fragmented systems and hello to a unified, all-in-one platform. WealthPlus integrates payroll, CRM, and benefits administration into a single, user-friendly interface. With single sign-on (SSO) and seamless navigation, managing your benefits stack has never been easier.

Tailored solutions that reflect your brand.

Tailored

Your benefits platform should reflect your company's identity. With a WealthPlus White Labeled Solution, you can deliver a fully branded experience that strengthens your employer brand while leveraging our powerful technology.

Intuitive

Simplify the onboarding process for new hires and make enrollment static-free with our intuitive, user-friendly tools. Ensure a frictionless experience for both employers and employees, boosting participation and satisfaction.

Effortless

Seamlessly integrate payroll and CRM tools, reducing errors and saving time. Automate administrative tasks and focus on what matters most—building a thriving workplace.

Investment options

Offer a wide range of investment options to meet the diverse needs of your workforce. From mutual funds and ETFs to managed accounts and guaranteed retirement income solutions. Provide the flexibility to create a benefits package that stands out.

  • 1

    Effortless administration

    WealthPlus streamlines plan administration, making it easier for you to focus on driving client success.

  • 2

    Custom plan creation

    Design personalized plans and leverage analysis to make smarter, more informed decisions for your clients.

  • 3

    Elevate client relationships

    Efficiently manage clients and deepen relationships through personalized strategies and exceptional support, fostering trust and loyalty

We've got you covered, every step of the way.

  • All-in-one platform

  • Expert support

  • Seamless integration

Fuel your teams future with a retirement plan that works.

With the help of our team and cutting-edge technology, we make saving for retirement faster, more secure, and simpler than ever.

  • Build a retirement savings plan

  • Optimize benefit package

  • Seek expert guidance

Who we power

Discover how WealthPlus can transform your workplace solution.

Book a personalized demo today and see the platform in action.

Book a demo

Please fill out the form below and our Customer Success team will get in touch with you to schedule a demo of our platform.