Partnership gives financial advisors enhanced ability to manage clients’ workplace retirement accounts through Future Capital’s Construct platform
Future Capital, a tech-enabled registered investment advisor specializing in personalized retirement solutions, has partnered with AssuredPartners Investment Advisors (“APIA”) to enhance retirement plan services for APIA’s financial professionals. APIA is an affiliate of AssuredPartners, a national investment advisor with in-depth expertise in retirement planning and related investments.
“Advisors require access to their clients’ held-away retirement assets to truly offer holistic financial planning,” said Jay Jumper, Founder and Chief Executive Officer of Future Capital.
This collaboration gives the financial professionals that APIA serves access to Future Capital’s Construct platform, enabling them to efficiently manage clients’ held-away 401(k) assets, provide truly holistic financial advice, and identify rollover opportunities.
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Construct, which was launched in June, gives advisors trade discretion, complete customization of their clients’ portfolios, and the ability to determine their fee structure. Advisors can now tap into new revenue streams and capture a greater share of household wealth by expanding their service offering.
“Advisors require access to their clients’ held-away retirement assets to truly offer holistic financial planning. For many clients, these assets represent a sizable portion of their wealth and the inability to optimize them to help clients achieve their goals is doing them a disservice,” said Jay Jumper, Founder and Chief Executive Officer of Future Capital. “Our partnership with AssuredPartners Investment Advisors extends sophisticated retirement plan management tools to help financial professionals serve their clients comprehensively.”
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The Construct platform enables financial professionals who work with APIA to:
- Generate Organic Growth – Manage client 401(k) assets and discover other investable assets like orphaned retirement accounts, spousal accounts, and more.
- Identify Rollover Opportunities – Access critical data regarding participation and termination events so they can quickly advise on rollover opportunities.
- Confidently Navigate Compliance – Securely manage held-away 401(k) assets and act in a client’s best financial interests without triggering custody.
- Offer Holistic Financial Advice – Seamlessly integrate workplace retirement assets from their client’s entire household with their overall financial plan.
“As advisors who deeply appreciate their fiduciary duty, our advisors have been longing for a seamless way to manage their clients’ whole financial lives,” said Justin Callaham, President of AssuredPartners Investment Advisors. “Future Capital’s platform aligns with our mission to deliver solutions helping people prepare for a secure tomorrow.”
This partnership follows Future Capital’s technology integration with SS&C’s Black Diamond® Wealth Platform, providing more than 2,700+ wealth management firms with direct access to manage their clients’ held-away 401(k) assets. This initiative in addition to Future Capital’s launch of Construct reflect the firm’s dedication to advancing comprehensive retirement planning services.
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