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Digital record-keeping platform and tech provider team to expand retirement investment advice

By Neil Griffiths
 — 1 minute read

Digital record-keeping platform Vestwell has teamed with robo-advisory tech provider Bambu in an effort to “provide customers with an even more robust retirement plan experience”.

The partnership will allow Vestwell to offer personalised investment strategies through Bambu’s wealth management API.

“As workplace investor expectations evolve, it’s vital to deliver participants the types of personalized solutions they’ve become accustomed to in all other aspects of their lives,” Vestwell’s EVP of revenue, Ben Thomason, said.

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“Working with Bambu and Franklin Templeton has made it possible to create a seamlessly data-integrated, low-friction, bespoke managed account experience at a reasonable price.”

Bambu founder and chief executive Ned Phillips added: “With the rapidly changing landscape of retirement planning in America, it is important for financial institutions to provide a seamless experience that helps individuals save and plan their future.

“The enterprise and white label solutions has been beneficial.

“It allows clients, who already have technical resources at their disposal, to build a wealth management platform more quickly by using our APIs for endpoints like retirement goal calculators and portfolio projections.”

 

 

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Digital record-keeping platform and tech provider team to expand retirement investment advice
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