Future Capital, a tech-enabled registered investment advisor specializing in personalized retirement solutions, has announced a partnership with AssuredPartners Investment Advisors (APIA) to enhance retirement plan management for APIA’s financial professionals. APIA, an affiliate of AssuredPartners, brings national expertise in retirement planning and related investments to the collaboration.
Empowering Advisors with Holistic Retirement Management Tools
This partnership grants APIA’s financial professionals access to Future Capital’s innovative Construct platform. Construct enables advisors to efficiently manage clients’ held-away 401(k) assets, provide comprehensive financial advice, and identify rollover opportunities.
Launched in June, Construct offers trade discretion, full portfolio customization, and flexible fee structures, empowering advisors to tap into new revenue streams and expand their service offerings.
“Advisors require access to their clients’ held-away retirement assets to truly offer holistic financial planning. For many clients, these assets represent a significant portion of their wealth,” said Jay Jumper, Founder and CEO of Future Capital. “Our partnership with AssuredPartners Investment Advisors provides sophisticated tools to help financial professionals optimize retirement assets and serve their clients comprehensively.”
Features of the Construct Platform
The Construct platform equips APIA’s financial professionals with robust capabilities:
- Generate Organic Growth: Manage 401(k) assets while uncovering additional investable assets such as spousal and orphaned retirement accounts.
- Identify Rollover Opportunities: Access critical data on participation and termination events to swiftly advise clients on rollovers.
- Ensure Compliance: Securely manage held-away 401(k) assets in alignment with fiduciary responsibilities without triggering custody.
- Deliver Holistic Advice: Integrate workplace retirement assets into clients’ broader financial plans for seamless management.
“As fiduciary-focused advisors, our team has long sought a solution for managing clients’ entire financial lives effortlessly,” said Justin Callaham, President of AssuredPartners Investment Advisors. “Future Capital’s platform aligns perfectly with our mission to help people prepare for a secure future.”
Advancing Comprehensive Retirement Planning
This partnership builds on Future Capital’s recent integration with SS&C’s Black Diamond® Wealth Platform, which provides over 2,700 wealth management firms with direct access to manage clients’ held-away 401(k) assets. These advancements, alongside the launch of Construct, reflect Future Capital’s commitment to enhancing holistic retirement planning services.
For more information about Future Capital’s Construct platform or its other services, visit Future Capital.
