Future Capital is a high-touch, high-engagement managed account provider. We help advisors help their plan participants meet their goals. We help advisors secure more retirement plan business, increase plan retention, and identify participant assets that are held outside of their 401(k) plan. Our custom engagement experience drives higher plan adoption for any plan size.
Unlock outside assets and powerful plan reporting capabilities with the 401(k) plan portal. Advisors can monitor the progress and adoption of managed accounts within a plan, create custom reports for plan sponsors, and unlock outside assets.
Our process helps advisors build new private wealth client relationships from their retirement plan business.
Here’s how it works:
1. Plan participants self-identify investment accounts to include in their retirement plan through conversations with our retirement planners and our digital tools.
2. Future Capital asks the participants if they would like advice on outside assets from their advisor of record for their 401(k) plan.
3. With consent from the client, our system brings outside account leads to the advisor in their dashboard.
4. Advisors receive an email alert for every new account lead, so they can follow up with advice and convert the participant into a wealth management client.
Future Capital's advisor portal helps advisors build new private wealth client relationships from their retirement plan business. We are a high-touch, high-engagement managed account provider. We help advisors secure more retirement plan business, increase plan retention and identify participant assets that are held outside of their 401(k) plan.
Goal-based solution
As a goal-based solution, we go more in-depth with retirement planning than just accounting for someone's expected retirement age. We include a wide range of individual and household factors that are critical to creating a personalized investment portfolio that helps each participant meet their retirement goals.
Enrollment meetings
Future Capital hosts enrollment meetings to explain the managed account services available through in-person meetings or webinars. We also add a personal touch for each participant by providing an individual retirement planning session.
Education materials
Future Capital offers a co-branded introduction video, educational email campaign, landing page, one-pagers, payroll stuffers, postcards, and more. We can customize our materials to suit the communication needs of your participants.
Dedicated retirement planning
We use technology to make investing intuitive, but we understand that sometimes participants need to talk to a human. Participants can contact someone on our team of dedicated retirement counselors whenever they need assistance.
Ongoing procedures and services are in place at the plan level and participant level to help with retention.
Relationship manager
A dedicated relationship manager assigned to the plan will provide quarterly updates, review the plan's health, and coordinate re-engagement communications.
Future Capital client dashboard
Our dashboard provides ongoing engagement with participants as they check on their progress and get the latest market news.
Annual retirement reviews
We will notify participants when it is time for their annual reviews and encourage them to update their retirement plan with any significant changes.
