Meet our newest Wealthtech Leader of the Month, David Crow, EVP and Head of Axos? Clearing, A Subsidiary of Axos Financial. Wealth Solutions Report also covers: Robinhood To Buy TradePMR For About $300 Million ? Wealth.com Partners With Merit Financial Advisors On Estate Planning ? Luma Financial Technologies Partners With iPipeline For Annuities And Life Insurance ? Osaic Upgrades Advisor Apps, Platform Integrations And Transition Assistance Tools ? Future Capital Integrates With Black Diamond Wealth Platform On Held Away 401(k) Assets ? Flourish Integrates With Salesforce, Practifi, Salentica Elements And XLR8 CRMs ? Communify Fincentric Appoints Nicole Nakashian As Its First COO ? PureFacts Financial Solutions Appoints Pete Hess As President ? Advyzon Investment Management, LLC. (AIM) Integrates With Syntax Data https://lnkd.in/gbkhQUUR #WealthManagement #FinancialAdvisors #WealthTech #FinTech SS&C Technologies
关于我们
Future Capital is the only held-away 401(k) asset management platform that provides a spectrum of management options—from direct asset management, to professionally-designed portfolio selection, to referring clients for guided portfolio management. This unparalleled flexibility enables advisors to generate new organic revenue by delivering personalized, compliant retirement strategies tailored to each clients’ financial needs.
- 网站
-
https://www.futurecapital.com
Future Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Chattanooga，Tennessee
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Retirement Planning、Advisor Support和Managed Account Services
地点
-
主要
获取路线
1110 Market St
Suite 402
US，Tennessee，Chattanooga，37402
Future Capital员工
动态
-
Interested in learning more about our partnership with SS&C Advent's Black Diamond platform? Join the webinar on 12/10 find out how our partnership can help advisors manage their client's 401(k) accounts. Link to register ?? #FutureCapital #WealthManagement #BlackDiamond #RetirementAssets
Join our Black Diamond team along with Future Capital leadership to learn about the innovative new partnership with Future Capital. Discover how this integration will enhance advisor’s ability to help investors manage their 401(k). This hour-long webinar will cover the following and more: - Understand key benefits and features of the partnership - Learn?how other advisors are leveraging this solution - Discover how you can access Future Capital through Black Diamond Register Here: https://lnkd.in/ePuRCJJs
-
-
Financial Technologies Forum (FTF)shared insights from our team on our new partnership with SS&C Advent's Black Diamond platform: 'Through this collaboration, Future Capital’s recently launched Construct platform will be integrated into Black Diamond, providing more than 2,700 wealth management firms with direct access to manage their clients’ held-away 401(k) assets.' We're proud to bring this innovation to advisors and their clients! Read the full story: https://lnkd.in/eAF-Yib2 #FutureCapital #BlackDiamond #WealthManagement
Future Capital & SS&C’s Black Diamond Integrate Platforms
https://www.ftfnews.com
-
?? ICYMI: We've partnered with SS&C Advent to bring our held-away asset solution to more advisors on their Black Diamond platform. Read the blurb on PLANSPONSOR: https://lnkd.in/eQKhFWNR #FutureCapital #WealthManagement #HeldAway #RetirementAssets
Product & Service Launches
plansponsor.com
-
This partnership is huge – we're enabling advisors to manage held-away assets seamlessly within the Black Diamond platform, giving clients a complete financial picture like never before. Excited for what’s ahead! ?? #FutureCapital #BlackDiamond #AdvisorSolutions SS&C Advent SS&C Technologies
In today's fast-evolving fintech landscape, partnerships like ours with Future Capital are key to pushing boundaries. By integrating #SSNCBlackDiamond with Future Capital's Construct platform, we're making strides in empowering advisors to manage held-away retirement assets while seeing their clients' complete financial picture. Together, we're tackling the challenge of servicing held-away 401(k) assets, paving the way for investors to gain trust and peace of mind with their advisors. Learn more about this partnership: https://lnkd.in/etqbkRCh
-
-
Shoutout to Brian Anderson for sharing our exciting partnership with SS&C Advent in 401k Specialist Magazine! Read the full feature here: https://lnkd.in/eTsPqxRf #FutureCapital #BlackDiamond #Integration #RetirementPlanning #WealthAssets
Future Capital Partnership Targets Held-Away 401(k) Assets
401kspecialistmag.com
-
Thank you InvestmentNews for highlighting our new partnership with SS&C Advent! Together, we’re bringing personalized retirement planning to the next level. Future Capital's solutions will now integrate seamlessly with the Black Diamond platform, helping advisors manage all client assets—including held-away retirement accounts. ???? https://lnkd.in/exJND5vq #WealthManagement #RetirementPlanning #FinancialAdvisors #FutureCapital?
Future Capital strikes 401(k) data tie-up with SS&C
investmentnews.com
-
We're thrilled to announce our partnership with SS&C Advent! Black Diamond users can now access Future Capital's Construct platform to manage clients' held-away retirement assets seamlessly. Discover the integration: https://lnkd.in/e5MVv7hb #FutureCapital #HeldAwayAssets #RetirementPlanning #BlackDiamond
-
Today, we honor the courage, commitment, and sacrifice of all veterans, past and present, who have selflessly served our nation. We extend a heartfelt thank you to each of you for your dedication to safeguarding our freedoms and inspiring us every day. A special acknowledgment to our own Tahcere Alexander, Wealth Operations Specialist and proud member of the Army Reserves. Tahcere, we’re grateful for your service to our country and your valued role on our team. #VeteransDay #Gratitude #ThankYouForYourService #HonoringOurHeroes
-
-
?? Future Capital has been featured on the Kitces.com #FinTech map as a leading solution for managing held-away assets. This recognition underscores our commitment to seamless, integrated financial solutions that empower advisors and clients alike. Find out why Future Capital is reshaping the landscape of held-away asset management: https://lnkd.in/e3eWaMQd #FinancialPlanning #RetirementSolutions #FutureCapital #Innovation
November 2024's #AdvisorTech edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool. https://bit.ly/4fb1HFe And other highlights: -Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools -CurrentClient, a text messaging platform that aims to offer a more modern and streamlined solution for advisors to communicate and engage with their clients via text, won the "Best In Show" award at XYPN's recent AdviceTech competition -Quivr CRM, a CRM overlay centered around advisor-specific workflows and automation, won the "Advicer's Choice" award at XYPN's AdviceTech competition -Farther, one of an emerging crop of "digital RIAs" aiming to achieve better growth and profitability through a purpose-built and integrated technology infrastructure, has raised $72 million in Series C funding? -FreeWill, a consumer-facing estate document preparation service, has launched an advisor-facing version called Estately We've added these companies to the "Financial AdvisorTech Solutions Map": -Quivr CRM (CRM) -Adaptive Investment Solutions, LLC (Investment Data/Analytics) -Smartdata | Workflow Solutions for Financial Advisors (Client Data Gathering) -Copia Wealth Studios (Family Office Portal) -EncorEstate Plans (Estate)
-