FOR RETIREMENT PROVIDERS
Provide plan participants with scalable
personalized financial guidance
Addition Wealth helps retirement providers increase participant engagement, strengthen plan sponsor relationships, and expand relationships beyond the retirement account.
Featured by top organizations
HOW IT WORKS
What employees experience
From retirement readiness to everyday financial decisions, participants receive
personalized guidance that helps them take action with confidence.
WHY ADDITION WEALTH
Built to multiply what your retirement
offering already delivers.
Full program management
Dedicated success teams support implementation, adoption, and ongoing optimization.
Integrations
Frictionless data syncing with your existing recordkeeping and CRM systems, without disrupting what you've built.
Customer engagement
Personalized nudges, content, and next steps delivered automatically between interactions, keeping customers active year-round.
Real-time insights
Behavioral and financial data surface life stages, priorities, and opportunities to your advisors before every conversation.
Efficient systems that scale
AI handles the heavy lifting across your entire customer base so your team focuses on the conversations that matter most.
Configured to your business
Fully white-labeled and configured to your brand, your customers, and your business objectives.
