Integrate our Embedded Rollover solution to dramatically grow assets by funding more retirement accounts for your users.
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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 the average retirement account balance by up to 50% as users choose to consolidate more—and larger—accounts with you.
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.
Our platform powers rollovers natively for your users in your applications:
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
We roll over assets from every 401(k) provider through whatever means necessary via our efficient workflow mapping.
Scaled operations
Our scaled - and delightful - operations team deals with any required customer interactions so you don’t have to.
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.
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.
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.
Are you a financial advisor looking for a rollover solution?