• Future Capital

    Partnership Overview

    Future Capital makes managing and rebalancing 401(k) plans straightforward and efficient, saving Advisors time and reducing complexity. By partnering with Future Capital, firms can enhance service offerings, provide 401(k) management, and enhance advisors’ ability to provide holistic financial planning by bringing retirement accounts into view.

    Future Capital is a Platform Partner integrating with the Black Diamond Wealth Platform. By leveraging Black Diamond’s suite of compressive wealth management tools, firms and advisors can now; easily trade clients’ held-away 401(k) accounts, aggregate and report on clients’ held away 401(K) accounts, and bill on clients’ 401K assets all without taking custody of client’s account credentials directly.

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