Future Capital Plugs 'critical Gap' With Advisor Management Of Held-away Retirement Assets

A new collaboration will help more advisors manage their clients’ held-away retirement assets through a platform they may already be using.

Tech-driven registered investment advisor Future Capital has announced an integration with Axos Clearing to add additional capabilities to its personalized retirement solutions offer for advisors.

Through an integration of Future’s Core and Construct platforms with the Axos Professional Workstation (part of Axos Complete), advisors can seamlessly incorporate held-away retirement assets into their strategies.

It gives advisors the choice of the easiest-to-scale Core solution or the completely customizable Construct platform that was launched last year.

"For financial advisors, managing held-away retirement assets has long been a critical gap in their service offering - one that directly impacts their ability to deliver comprehensive wealth management," said Mike Row, Chief Revenue Officer of Future Capital. "Our integration with Axos Complete will address this challenge head-on, giving advisors the power to actively manage their clients' retirement assets alongside their other investments. This enables advisors to provide truly holistic financial guidance while expanding their practices through new revenue streams."

Axos Clearing client firms will have access to Future’s capabilities in portfolio construction, comprehensive household financial data, and the ability to identify rollover opportunities.

“Integrating Future Capital’s platform into the Axos Complete ecosystem enhances the value we deliver to wealth management firms by expanding their ability to manage retirement assets alongside broader financial strategies,” said David Crow, EVP, Head of Axos Clearing. “This partnership strengthens Axos Clearing’s role as a trusted partner, equipping advisors with innovative tools, seamless integrations, and comprehensive support to better serve their clients.”

Future Capital announced a data integration partnership with SS&C last November to add its capabilities in managing held-away retirement assets via the SS&C Black Diamond Platform, and 2024 saw other collabs for the firm including Money Concepts’ network of advisors.