inVesti is addressing the needs of today's workforce.

Employers and plan participants are facing new challenges regarding financial planning, life and career events, retention, and regulatory changes at an ever-increasing rate. The inVesti platform is built to help employers and plan participants adapt to these issues and to facilitate participant success by way of enhanced communication and investment strategy. We are a technology partner that will be with you from the first day of enrollment to retirement and beyond.

Key product features include:

  • Easy and secure participant enrollment
  • Intuitive user dashboards
  • Scalable investment solutions for any size business
  • Record Keeping and TPA services
  • A suite of investment and "safety-net" fund solutions
  • Assigned Financial Advisor to every activated plan
  • Participant modeling and fund lineups
  • Open architecture for product integrations
  • Efficient Plan Setup and Plan Management Features