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Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Rellevate is a financial services company dedicated to empowering consumers through innovative services that allow consumers to access, move and use their money anytime, anywhere. Rellevate`s products, offered primarily via employers, includes a Digital Account with interest with Pay Any-Day, Bill Pay and Send Money. Rellevate is focused on helping employers improve employee retention, reduce turnover, boost satisfaction, and loyalty by enabling empowering consumers to take greater control over their finances via its product suite.
Kohler Credit Union is one of the leading providers in Financial Services. It is based in Oklahoma City, OK. To find more information about Kohler Credit Union, please visit www.kohlercu.com
Pine Labs is a leading merchant commerce omnichannel platform across India and Southeast Asia, offering a wide range of payment solutions and value-added services for businesses.
We help our clients make life easier for their customers. Interactions and transactions worth billions of dollars are made by millions of people all over the world, using Monitise technology. They book tickets and accommodation, and they buy and sell online. They pay bills and move their money around. They perform everyday tasks on all kinds of devices. And we help them do it all smarter and faster than ever. Since we were founded in 2003, we`ve been among the first to innovate in banking apps. In the early days, we linked banks to mobile phone operators so people could manage their finances and make payments from their phones. Today, we work in the UK, North America and the Middle East, helping brands create amazing digital experiences in financial services, retail, telecoms, automotive, sport and travel. So far.