Capture your clients' total wealth by providing Future Capital directly to their workplace retirement accounts.Get A Demo ➝
Defined contribution (DC) plans continue to serve as the main source where clients grow their wealth.
While you may want to manage your clients' 401(k), 403(b), or 457 accounts, you face restrictions ranging from fiduciary liability, lack of access, and no way to charge fees for servicing those accounts.
In the process of managing the assets in DC plans, we support our partnered advisors with driving revenue opportunities and identifying held-away accounts, including spousal accounts.
You don’t need a relationship with the plan, only with your client. Future Capital can connect with all of the largest retirement account providers.
Under our partnership, we will help you retain your clients who may otherwise have assets managed by other advisors. We will also keep you well-positioned for distribution events while enabling you to participate in the revenue generated from our services.
We help you keep your clients' assets under our partnership when:
1. Your client's accounts are kept somewhere else
2. Your client doesn't want to move their account
3. You are prohibited from acting as a fiduciary
Increase revenue opportunities
Start generating revenue in minutes with no tech lift with our easy client onboarding. We provide the tools, technology, and opportunity for you to further monetize existing clients by managing held-away assets.
Maximize cross-selling potential
Our account onboarding flow helps generate cross-selling opportunities by identifying held-away assets and other service needs. We then create a helpful and respectful client experience by receiving permission to pass these warm leads to you.
Improve client retention
We provide an opportunity for you to assist on all of your clients' retirement assets. Future Capital removed the barriers that would previously require your clients to look to outside advisors.
Easy onboarding and set-up
Provide your clients with retirement planning and account management on one intuitive, online dashboard. There is no need to worry about integrations or engineering a way to implement our product.
Comprehensive retirement planning
Your clients can utilize our planning tools or speak with one of our retirement counselors at any time.
We use 256-bit encryption and bank-level security to make sure your clients' data is safe.
Sales and marketing support
We support our partners in driving the adoption of our services.
Expert fund selection
We make trades and investment decisions on behalf of your clients. We also check for fund changes so they are invested in the optimal funds available in their DC plans.
We combine a modern digital experience with personal service. Your clients will have our full support and can schedule a call with a retirement counselor anytime.
Professional, active investment management
Our goal-based approach results in a customized investment strategy to help your clients achieve their retirement objectives. We also routinely rebalance retirement accounts to keep them optimized over time.