Held-away workplace account management
A Pontera alternative for advisors who want flexibility.
Future Capital is a registered investment adviser that gives advisors a range of ways to bring clients' workplace retirement accounts under professional management.
How we're different
Future Capital vs. Pontera
How it works
One path isn't enough for every firm.
Pontera's model is built around one path: advisors using the platform for discretionary management of workplace accounts. Firms that want a different division of labor, including referring management while staying involved in the client relationship, typically need more than a single-path tool.
Future Capital offers both advisor-managed and advisor-referred options, so wealth firms can bring workplace assets into the client relationship in the posture that fits how they already operate.
Construct
You manage the account with Future Capital's technology.
Core
You refer clients to Future Capital for account management.
Getting started
Get up and running easily.
Orientation &
Training
We consult with you and develop a comprehensive blueprint for your firm's success.
Invitations &
Onboarding
We work with you through critical initial invites and help clients connect their workplace accounts.
Management &
Reporting
Manage and monitor accounts through your dashboard. Orion and SS&C Black Diamond integrations available.
Already on Pontera? Our dedicated ops and support team works with you to transition enrolled clients, reconnect accounts, and continue offering professional management with minimal disruption.
Support after the sale
Relationships matter more than technology.
When firms evaluate held-away platforms, technology is only part of the decision. Continuity of support, who you work with after onboarding, and whether the operational load stays manageable for the practice all show up in the same conversations.
Onsite success and support teams based in Tennessee, not a rotating call-center handoff. The people who help you enroll and run accounts sit with the rest of the operation, so questions do not bounce across time zones or vendors.
Named partners who stay with your firm through onboarding, enrollment, and ongoing account work. You get to know the people invested in your success, not a rotating cast of reps starting over every quarter.
Ops and support help transition enrolled clients, reconnect accounts, and keep professional management in place with minimal disruption. We know a switch is a big deal for your practice, and we stay close to make it as smooth as we can.
Onsite success and support teams based in Tennessee, not a rotating call-center handoff. The people who help you enroll and run accounts sit with the rest of the operation, so questions do not bounce across time zones or vendors.
Get started
Get the answers you need.
Bring the questions you still have about fit, support, or making a switch. Our team will follow up quickly.