Platform Partner: Future Capital
Platform Partner: Future Capital
Retirement Savings
Make managing and rebalancing 401(k) plans intuitive and efficient, reducing administrative burdens. Elevate your advisory services by integrating retirement accounts for a more comprehensive financial strategy.
Perks of Partnership
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Synchronized
Easily manage and trade held-away 401(k) accounts directly within Black Diamond.
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Focused
Grow organic revenue by managing your clients' workplace accounts—often their largest household asset.
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Efficient
Identify rollover opportunities and expand your client engagement with automated tasks and personalized service.
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Unified
Seamlessly generate household-level reporting for comprehensive financial insights while leveraging Future Capital retirement professionals.
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Product Brief
Learn MoreExpand your service offerings to unlock new revenue streams and capture a larger share of household wealth.
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Our partnership with SS&C Black Diamond represents a significant step forward in our mission to empower advisors with the tools they need to provide truly holistic wealth management. By integrating Construct into the Black Diamond platform, we're making it faster and easier for advisors to efficiently manage all their client’s assets in one place, including complex held-away retirement accounts.
Jay Jumper
Founder and Chief Executive Officer Future Capital -
At SS&C Black Diamond, we are committed to delivering tools that enable advisors to elevate their service offerings. Integrating Future Capital's technology into our platform provides users an efficient, seamless way to manage retirement assets, driving operational efficiency and deeper client relationships.
Eli George
Vice President of Wealth Strategy, Data Services & Partnerships SS&C Advent
Platform Partner Website
To learn more about this platform partner, visit their website. Visit SiteConnecting the Dots of Your Practice so You Can Connect with Your Clients.
