Future Capital Unveils All-in-One Digital Solution Enabling Advisors to Directly Manage Workplace Retirement Plan Assets

June 18, 2024 at 09:40 AM EDT

Construct enables advisors to efficiently manage held-away 401(k) assets, enhancing the value of advisory services

Future Capital, a tech-enabled registered investment advisor (RIA) specializing in personalized retirement solutions, today announced the launch of Construct, an innovative tool designed specifically for growth-focused financial advisors to manage held-away 401(k) assets which they previously were unable to directly manage.

Construct stands out for its ability to seamlessly combine advanced digital tools, customized managed account solutions, and personalized guidance from advisors into one comprehensive platform. This all-in-one approach equips advisors to confidently navigate the complexities of workplace retirement plans, efficiently managing assets without the burden of cumbersome technology, compliance obligations, or staffing requirements. With Construct, advisors can build custom allocations for their clients' 401(k) assets and maintain their role as a fiduciary, ensuring that their clients' best interests are always prioritized.

"We developed Construct to deliver flexibility and optionality to advisors who have long struggled with the challenges of managing held-away 401(k) assets," said Jay Jumper, founder and chief executive officer of Future Capital. "With our platform, workplace retirement plans are now seamlessly integrated into an advisors’ overall wealth management strategy for a client, enabling advisors to provide truly comprehensive financial advice. Construct offers complete customization and a flexible fee structure, allowing advisors full autonomy to tailor their services."

Given the median American family holds the majority of their net worth in workplace retirement plan accounts, it is crucial for advisors to have the necessary tools and resources to manage these assets as part of a comprehensive wealth management strategy. Construct gives advisors everything they need to deliver personalized retirement strategies that align with their clients’ holistic financial goals.

"The launch of Construct marks a significant milestone in Future Capital's mission to revolutionize the convergence of wealth and retirement planning," said Marc Butler, a respected industry leader and board member. "This platform perfectly embodies Future Capital's unwavering commitment to equipping advisors with tools and resources to manage all of their client’s wealth in one place."

Recent developments, including Future Capital's strategic partnership with Money Concepts, rebranding from ProNvest, and strategic expansion of its team, including new hires to bolster client service and support, underscore Future Capital's continued commitment to providing advisors and investors with innovative solutions that address the evolving needs of the wealth management and retirement landscape while delivering exceptional experiences for advisors and their clients.

To learn more about Future Capital's comprehensive suite of retirement solutions, including Core, Select, and Construct, please visit FutureCapital.com.

About Future Capital

Future Capital is an industry-leading WealthTech firm with a superior 20-year track record. Our unwavering commitment lies in empowering individuals with advanced digital tools, customized 401(k) managed account solutions, and essential personalized guidance, enabling them to make well-informed decisions regarding their retirement assets. With a comprehensive range of retirement solutions, we serve as a trusted partner for stakeholders across the retirement value chain, from broker-dealers, large RIAs, and recordkeepers, to advisors, plan sponsors, and plan participants. For more information about our industry-leading solutions, please visit FutureCapital.com.