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

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.

  • 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.