Future Capital
Advisors seeking customizable solutions with flexible discretionary options
Three flexible approaches (Core, Construct, Select); 20+ years specialized experience; Automated portfolio management; Real-time data access
Simplifies held-away account management while helping advisors protect client relationships and deliver more comprehensive advice
RightCapital
Tech-savvy advisors
Interactive retirement planning; Tax-efficient strategies; Mobile-friendly interface
Offers modern interface with robust tax planning integration
401GO
Advisors managing small business accounts
Automated compliance tools; Flexible pricing; Fast plan setup
Simplifies 401(k) administration for small businesses
Human Interest
Advisors serving SMBs
Transparent plan administration; Investment tracking tools; SMB focus
Specializes in making retirement plans accessible for smaller organizations
MoneyGuidePro
Client-centered planning approaches
Play Zone for scenario modeling; Holistic stress testing; Goal-based planning tools
Focuses on client engagement and goal visualization
eMoney Advisor
Full-service financial planning firms
Real-time data feeds; Detailed cash flow analysis; Client portal
Integrates retirement planning with comprehensive financial planning tools
Pontera
Advisors focused on compliance and security
Secure "held-away" account management; Portfolio monitoring and rebalancing; No direct account access needed
Ensures compliance while allowing advisors to include held-away assets in their managed portfolio
.svg){kind=logo}
.svg)