Future Capital Wealth

Solution for Held-Away Retirement Assets

Unlock new AUM in weeks, not months.

Strengthen relationships by offering the holistic financial advice clients need.
Get a demo

Manage assets in any workplace retirement account.

Our Retail Solution helps advisors to manage held-away retirement assets in 401(k), 403(b), 457, and other defined contribution plans. It’s easy to learn, simple to deploy, and does not require technical integrations or a relationship with the retirement plan.
  • Compliant management of held-away assets
  • Future Capital acts as fiduciary to the client
  • Easy setup and quick deployment to clients
Get a demo

Win at the convergence of wealth and retirement.

Expand your business.

Seamlessly integrate retirement planning with your existing wealth business and unlock new revenue opportunities.

Strengthen your business.

Build deeper relationships with clients by helping them understand and grow their total wealth.

Protect your business.

Diversify your service offering, bring efficiency to your practice, and take advantage of a changing financial services landscape.

Do you know how much your clients have in their retirement accounts?

Clients rely on you to help them understand and manage all of their household wealth. They need your help and you want to offer it, but retirement assets have traditionally lived behind regulatory and technical obstacles that made them difficult to access and manage. Future Capital solves this problem by providing a simple, compliant tool to manage assets in any retirement account. You don’t need a relationship with the plan. Just focus on providing the best service possible for your clients and Future Capital handles the rest.
Get a demo

Offer held-away asset management in weeks, not months.

Easy client onboarding

Offer your clients an easy-to-use, mobile-friendly online signup without involving IT or developers.

Comprehensive retirement planning

Your clients can talk to a Future Capital Retirement Counselor at their convenience.

Uncompromising security

We use 256-bit encryption and bank-level security to keep your clients' personal data safe.

Sales and marketing support

From tailored email campaigns to custom marketing collateral, our sales and marketing teams help drive adoption of your new offering.

The tools you need to offer an exceptional client experience.

Professional fund selection

We make trades and investment decisions on behalf of your clients, while also monitoring fund changes in their defined contribution plans.

Personalized service

In addition to our modern digital experience, your clients can schedule a call with a Future Capital Retirement Counselor anytime.

Active investment management

We match your clients to a customized investment strategy, then rebalance and optimize over time to help them achieve their retirement objectives.

Get a demo