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Portfolio company Vestwell has a new partnership with Pensionmark. Together, their offering combines a high-tech solution with plan specialists and back office support and will bring a unique approach to corporate retirement plans by solving the historical challenges faced by plans in the small-to-midsize space, while giving clients the customized experience they deserve.
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“Technology plays a vital role in helping advisors efficiently deliver better financial solutions,” says Troy Hammond, CEO of Pensionmark Financial Group. “Partnering with Vestwell means advisors have access to advanced reporting, integration, and servicing capabilities so they can more effectively bring clients the experience they demand and deserve.”
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