401(k) Management Tools for Financial Service Professionals
Future Capital provides specialized 401(k) management solutions to fit a number of different advisory roles. Whether you're an RIA managing held-away retirement assets, a wealth manager providing holistic planning, or a 401(k) specialist looking to enhance value for participants, our platform helps you deliver comprehensive financial services.
Job Title
How Future Capital Assists
Portfolio Manager
Allows for custom allocations and rebalancing of clients' 401(k) assets
401(k) Specialist
Provides technology to manage held-away 401(k) assets without cumbersome compliance obligations
Pension Advisor
Offers tools for analyzing retirement readiness and exploring different strategies
Fiduciary Advisor
Supports advisors in maintaining their fiduciary role while managing retirement assets
Financial Advisor
Offers access to retirement planning tools and managed account services for clients
Certified Financial Planner (CFP)
Provides tools for holistic financial planning, including retirement account management
Wealth Manager
Allows for unified managed account process across retirement plan providers
Registered Investment Advisor (RIA)
Enables management of clients' held-away 401(k) assets, providing a comprehensive view of client wealth
Retirement Plan Consultant
Enables advisors to secure more retirement plan business and increase plan retention
Investment Adviser Representative (IAR)
Offers Construct platform for efficient management of workplace retirement plan assets
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