Buyer Fit
Target firm types
- RIAs
- Brokers-Dealers
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Held-away 401(k) asset management platform enabling advisors to manage client workplace retirement accounts with full discretion.
Description
Future Capital provides advisors with technology to manage client 401(k) 403(b) and 457 accounts on a held-away basis with automated rebalancing direct plan integration and integrated billing.
APIs and Security
Public APIs
No
