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
Synchronized
Easily manage and trade held-away 401(k) accounts directly within Black Diamond.
Focused
Grow organic revenue by managing your clients' workplace accounts-often their largest household asset.
Efficient
Identify rollover opportunities and expand your client engagement with automated tasks and personalized service.
Unified
Seamlessly generate household-level reporting for comprehensive financial insights while leveraging Future Capital retirement professionals.
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
FUTURE CAPITAL
Deliver Excellence at Every Corner of Your Business
