TPAsWealthPlus: The TPAs ultimate partner.
Empower your TPA practice.
Our open architecture platform supports multiple plan types, custodians, and investment menus, giving you the flexibility and tools to scale your business. With robust reporting, payroll integration, and automated compliance, WealthPlus is your ultimate white-labeled partner for wealth, retirement, and health solutions.
- Customizable plans
- Our automated, digitized suite of tools streamlines the onboarding process, making it faster and easier to customize plans and meet client needs.
- Expert advisor support
- From plan setup to compliance, our team provides the expertise and tools you need to streamline operations and deliver exceptional service to your clients.
- All-in-one platform
- WealthPlus combines onboarding, compliance, reporting, and payroll integration into one unified platform. Deliver exceptional service to your clients all in one place.
Your work, simplified and enhanced.
Tailored
Whether it's small or large plans, defined contribution or defined benefit, WealthPlus offers tailored solutions to meet your clients' unique needs.
Intuitive
Our platform leverages technology to automate tasks, streamline processes, and provide real-time data.
Effortless
We take care of the complexities, so you can focus on your clients.
Investment options
With open architecture and flexible investment choices, you can build plans that align with your clients' unique needs and objectives.
