Enterprise solution

Accelerate your asset growth with Capitalize

Integrate our Embedded Rollover solution to dramatically grow assets by funding more retirement accounts for your users.

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Platform overview

Grow your retirement assets by up to 5x

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Fund more retirement accounts through rollovers
Fund more retirement accounts through rollovers

Our Embedded Rollover solution helps more of your users successfully fund their retirement accounts through rollovers vs. DIY solutions that make users find and transfer legacy 401(k) accounts on their own.

Increase average balances
Increase average balances

Increase the average retirement account balance by up to 50% as users choose to consolidate more—and larger—accounts with you.

Delight users with a seamless rollover experience
Delight users with a seamless rollover experience

75%+ of users choose to use the Capitalize 401(k) rollover solution when offered, allowing them to have high NPS experiences during a critical moment of onboarding.

How it works

The rollover experience your users want.

Our platform powers rollovers natively for your users in your applications:

Digital rollover technology

Digital rollover technology

Our technology helps users instantly find legacy 401(k) accounts and submits many rollovers immediately through our proprietary digital rollover platform.

Full provider coverage and workflows

Full provider coverage and workflows

We roll over assets from every 401(k) provider through whatever means necessary via our efficient workflow mapping.

Scaled operations

Scaled operations

Our scaled - and delightful - operations team deals with any required customer interactions so you don’t have to.

Secure and integrated

Secure and integrated

An enterprise-grade platform that’s SOC 2 Type 2 certified and trusted to work natively by the most demanding players in the market.

Implementation

We make it easy to get up and running

Fund more IRAs through rollovers
API

Build a white-labeled, fully native experience using Capitalize's Rollover API. Provide your customers with a frictionless rollover experience, all within your app, to seamlessly enable the transfer of retirement assets and accelerate your growth.

Fund more IRAs through rollovers
Pre-built customizable components

Simple, plug-and-play widgets allow you to customize and embed an out-of-the-box white-labeled rollover experience for your customers with minimal development effort.


Proven Results

Why leading financial institutions choose Capitalize:

2-5x
increase in rollover assets
+50%
higher rollover balances
9.4/10
customer rating
Ready to get started?

Grow your retirement assets with Capitalize

Request a demo