Skip to main content

For advisors and wealth firms

Bring workplace retirement assets into the relationship.

Future Capital gives advisors and wealth firms a range of ways to bring held-away workplace assets under management.

Start a conversationSee how it works

The opportunity

Clients trust you with the full picture.
Their 401(k) should be in it.

Bringing workplace assets under management helps you provide more holistic service for the entire household.

Client household — Current Client & Spouse

In your book

Joint Brokerage $196,000
Current Client — Taxable $110,000
Spouse — Taxable $71,000
Current Client — Rollover IRA $104,000
Spouse — Rollover IRA $52,000
Revocable Trust $195,000
$728,000

Held-away

401(k) · Current Client current employer $325,000
401(k) · Spouse current employer $182,000
403(b) · Spouse prior employer $65,000
$572,000

Illustrative household total

$1,300,000

With Future Capital, we have a solution to actively monitor these accounts and truly manage it as part of a holistic plan.

TJ, Wealth Manager

How it works

One platform. Your choice.

Advisor Manages

Construct

Wealth advisors get the technology to manage clients' held-away retirement accounts directly.

Learn more about Construct
Discretionary management
Fiduciary responsibility
Billing
Future Capital Manages

Core

Advisors refer clients to Future Capital for management while maintaining visibility and oversight.

Learn more about Core
Discretionary management
Fiduciary responsibility
Billing
Integrated

In-Plan

Bring professional management to an entire retirement plan, offered to employees through the plan itself.

Learn more about In-Plan
Discretionary management
Fiduciary responsibility
Billing

Get started

Ready to bring workplace retirement into your practice?

Fill out the form below and our team will get in touch quickly.