Fully-featured, end-to-end rollover solution

Our technology helps your users roll over their legacy 401(k)s seamlessly - and grows your assets in the process.

burst

Fast Integration

Fast deployment with fully customizable components

Plug-and-play API and pre-built UI components for easy integration.
Fully customizable design to maintain brand identity and user experience.
Rapid implementation timelines to accelerate asset growth.

Teleport

Digital rollover technology

Fast, frictionless rollovers for many providers — no calls, forms, or faxing.
Streamlined process for minimum user effort and maximum conversion rates.
Users securely link retirement accounts instantly for a modern user experience.

Seamless transfers

Most efficient workflow for every provider

Streamlined processes covering nearly all retirement account providers.
Proprietary mapping for 70+ employer-sponsored account recordkeepers.
Comprehensive rollover initiations (digital, phone, form) for full market coverage.

Conversion Engine

Optimized for high conversion

Optimized user flows for increased rollover conversions.
Seamless communication and intuitive next steps.
A/B-tested experiences for maximum adoption and growth.

401(k) Finder

Instantly uncover forgetting retirement accounts

Proprietary technology quickly identifies forgotten assets.
Access a database of 60 million+ employer-sponsored retirement accounts.
Automatic searches of major institutions to surface eligible accounts.

Real-time updates

Webhooks keep everything in sync

Comprehensive webhooks provide real-time event visibility.
Proactive triggers enable timely customer interactions.
Reliable integration ensuring rollover progress is constantly updated.

Scalable operations

Agent-tooling and automation for max efficiency

Scaled Capitalize Rollover Operations team to make sure users are helped and rollovers are done.
Agent-focused proprietary tooling maximizes operational efficiency.

Secure

Security and data privacy built throughout

SOC 2 TYPE II Certified and regularly audited.
Adherence to strict privacy and data encryption standards.
Advanced PII sanitization processes for maximum security.

Ready to get started?

Grow your retirement assets with Capitalize