Future Capital Institutional

Solution for Participant Managed Accounts

Meet the universal managed account solution.

Our Institutional Solution enables broker-dealers, RIAs, and financial institutions to unify the managed account process across retirement plan providers, with or without technical integration with the recordkeeper.

  • Streamlined solution for advisors who sell retirement plans
  • Integrated and non-integrated recordkeeping connectivity options
  • Unlock new service opportunities by identifying held-away assets
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From retirement plan to total household wealth

Deliver the holistic financial advice participants need.

Future Capital helps:

Identify outside accounts and held-away assets.

Future Capital helps participants self-identify outside assets like spousal accounts, orphaned 401(k)s, and more.

Generate new management opportunities.

Future Capital offers participants the chance to connect with the advisor of record on their direct contribution plan.

Help clients manage their complete financial picture.

Expand your offering, strengthen your relationships, and protect your business.

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There’s more to us than great financial technology.

We streamline the enrollment process.

Every participant has access to a no-cost, no-obligation Retirement Analysis via our mobile-friendly Retirement Planning Tool. We also work hand-in-hand with plan sponsors to provide onsite or online enrollment events, as well as ongoing educational and support collateral.

We encourage holistic, long-term investing.

From the very beginning of the relationship, we help participants to think beyond their current defined contribution plan and understand how a comprehensive savings and investment strategy can help them achieve their retirement goals.

We offer personal service for every plan participant.

We know retirement planning can be confusing and stressful for participants. That’s why any participant regardless of their account balance can schedule a call with a Future Capital Retirement Counselor and get the friendly, helpful advice they need.

We take an active approach to investment management.

We match each enrolled participant to a customized investment strategy based on age, risk, goals, and other factors. We actively monitor their account, rebalance at least once per quarter, and optimize over time to help them achieve their retirement objectives.

Bring enhanced value to plan sponsors.

Dedicated Relationship Managers

From regular plan performance reviews to proactive re-enrollment coordination, Future Capital Relationship Managers serve as a single point of contact to help each plan sponsor.

Engagement & Education

We provide persistent, gentle engagement with participants through email campaigns, educational content, and annual reviews of their account performance.

Professional Retirement Planning for All Participants

We believe everyone deserves to retire with confidence, so we offer tools, services, and guidance to all plan participants regardless of their contribution level, account balance, or investment strategy.

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