Machine-readable
llms.txt
Human-readable preview. Raw markdown for crawlers: /llms.txt
# Future Capital > Future Capital is an SEC-registered investment adviser and financial technology company that helps financial advisors and recordkeepers connect workplace retirement plan participants to professional investment advice. This file lists the most useful public pages for understanding who we serve, what the platform does, and how we operate. Important notes: - Start with **Platform** and **Company** for business context and positioning. - **Legal and regulatory** covers fiduciary status, disclosures, and client agreements. - **Resources** covers integration and advisor-facing positioning pages. - Participant plan pages, operational tools, and form confirmation pages are intentionally omitted. ## Platform - [Homepage](https://www.futurecapital.com/): Company thesis, the advice gap, and the solution spectrum (Construct, Select, Core, and Managed Accounts configurations) - [For financial advisors and wealth firms](https://www.futurecapital.com/wealth-firms): How advisors bring held-away workplace retirement assets into the client relationship - [For recordkeepers and plan advisors](https://www.futurecapital.com/recordkeepers): How recordkeepers and retirement plan advisors integrate professional advice into the plan ## Company - [About Future Capital](https://www.futurecapital.com/about): Company history, mission, RIA registration, and leadership context - [Contact](https://www.futurecapital.com/contact): General inquiries, support email, and phone - [Press and news](https://www.futurecapital.com/press): Press releases and media coverage index ## Legal and regulatory - [Legal and regulatory documents](https://www.futurecapital.com/legal): Index of privacy policies, Form ADV filings, client agreements, and security reports - [Form ADV Part 2A: Firm Brochure (PDF)](https://www.futurecapital.com/legal/form-adv-part-2a-firm-brochure.pdf): SEC registration, services, fees, and conflicts of interest - [Form ADV Part 3: Client Relationship Summary (PDF)](https://www.futurecapital.com/legal/form-adv-part-3-client-relationship-summary.pdf): Plain-language summary of advisory relationship, fees, and conflicts - [Privacy Policy](https://www.futurecapital.com/legal/privacy-policy): How Future Capital collects, uses, and protects personal information - [Terms of Use](https://www.futurecapital.com/legal/terms-of-use): Website terms and acceptable use ## Resources - [SS&C Black Diamond integration overview](https://www.futurecapital.com/resources/blackdiamond): Managing held-away workplace retirement accounts from within the Black Diamond Wealth Platform - [Advisor alternative for held-away 401(k) management](https://www.futurecapital.com/resources/pontera-alternative): How Future Capital gives advisors options to manage clients' workplace retirement accounts as an RIA ## Optional - [Log in](https://www.futurecapital.com/login): Advisor portal and participant dashboard entry points - [Sources and citations](https://www.futurecapital.com/sources): Approved sources for market statistics cited on the public site - [Black Diamond integration press release](https://www.futurecapital.com/press/future-capital-announces-integration-with-ss-c-black-diamond-wealth-platform): Announcement of SS&C Black Diamond Wealth Platform integration - [Black Diamond Core enrollment](https://www.futurecapital.com/resources/blackdiamond/core): Enrollment path for advisors using Core through Black Diamond - [Privacy Notice](https://www.futurecapital.com/legal/privacy-notice): Supplemental privacy notice for regulated contexts - [Accessibility Statement](https://www.futurecapital.com/legal/accessibility-statement): Web accessibility commitment and contact path