Digital Record-Keeping Platform

Vestwell has rearchitected the workplace retirement offering from the ground up and built a recordkeeping engine that helps you more effectively scale and service…on your terms. Our customizable, open architecture, and white-labeled platform becomes a natural extension of your firm, 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. 



Chalice members can activate their Vestwell portal and immediately begin selling plans. As an incentive, Vestwell will waive the first three months of a Plan Sponsor’s base fee.