Manage 401(k) Assets in SS&C Black Diamond
Thanks to seamless integration with the SS&C Black Diamond® Wealth Platform, an award-winning portfolio management and accounting solution, Future Capital can help you manage and optimize workplace retirement accounts, automatically identify rollover opportunities, and grow your existing book of business—all from within the workflow you know and trust.
Generate New Organic Revenue
Unlock untapped potential in your existing book. By managing held-away workplace accounts through Black Diamond, you can provide truly holistic advice that includes what's often the largest household asset—while growing organic revenue and strengthening client relationships.
Easy Allocations and Adjustments
Are you seeking a more reliable, user-friendly solution for managing workplace retirement accounts? Future Capital simplifies everything from client onboarding to account linking, while providing the consistent oversight and detailed reporting you expect from Black Diamond.
Personal Support for Every Account
Future Capital's experienced team ensures smooth account connections and handles any technical hurdles, protecting the time you need to focus on client relationships. It's more than technology—you get a dedicated team that ensures that both you and your clients get the most out of the service.
See Future Capital in action.
Held-Away 401(k) management as it should be.
Future Capital's integration with Black Diamond streamlines the management of held-away 401(k) assets, enabling financial advisors to enhance their service offerings. Experience increased efficiency and improved client satisfaction through this innovative new solution.
Seamless Integration
Access Future Capital's 401(k) management tools directly within SS&C Black Diamond's familiar interface: no platform switching, no duplicate data entry, and no disruption to your workflow.
Complete Visibility
View and manage held-away assets alongside other investments for a truly comprehensive household perspective. Real-time data access ensures you're always working with current information.
Automated Portfolio Management
Set allocation strategies once, then let Future Capital's powerful tools handle those time-consuming back-office tasks. Automated rebalancing and adjustments keep client accounts aligned with your recommendations.
Clear. Confident. Compliant.
Understand and navigate your fiduciary responsibilities with certainty. Future Capital helps you choose the right approach to ensure consistent oversight and documentation of held-away account management.
Management Options for Every Firm
Turnkey Management
Perfect for advisors seeking a complete solution. Future Capital acts as fiduciary, providing professional management while you strengthen relationships.
Complete Discretion
Ideal for hands-on advisors who want to build their own allocations. You maintain fiduciary responsibility with flexible fee structures and total customization.
Flexible Customization
Choose from 70 professionally designed portfolios, sharing fiduciary responsibility with Future Capital. It’s the perfect balance of control and convenience.
Contact us to get started.
Take control of your 401(k) management with our seamless integration. Experience the power of Future Capital's workplace wealth solutions today.
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