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Portfolio company Vestwell released Phase I of their advisor plan management tools this week! This is the first step in a larger effort to provide advisors with more visibility into client data and better tools for running a business.
The Plans view aggregates your entire book so you can see your whole practice at a glance while more easily drilling into individual plans. Each plan is labeled with its aggregate balance, number of participants, and participation rate. You can now view more granular information about each plan including employees and investments. The right hand side of the page emphasizes various engagement metrics, giving you a quick look at eligibility, registration, and participation rates. The employee view gives you additional details for each individual including their account balance, deferral amount, selected investments and performance, and outstanding loans.
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