Our platform

NextCapital enables scalable financial planning, advice, and managed accounts across your enterprise.

Here's how it works

User experience

We create an experience built specifically for your brand, advisors and customers

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Advice delivery

We give you the option of deploying your ​proprietary methodology, or a hybrid.

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Integrations

We integrate with your proprietary or ​third-party custodians and 401(k) systems.

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Channels

​We deploy one platform across 401(k), IRA rollover, and retail channels.

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Benefits of partnering

Strategic​

• ​​​Speed to market
• Low-cost deployment
• Low-cost maintenance
• Low-cost client servicing
• DOL rule adoption
• Access to new markets
• Digital client experience

Platform​​

• User experience control
• Advice methodology control
• 401(k) system integrations
• Retail custodian integrations
• 401(k) managed accounts
• Retail managed accounts
• Aggregation & analytics

Client

• ​​Personal financial plan
• Savings advice
• Retirement start advice
• Personal portfolio
• Institutional methodology
• Financial dashboard
• ​Investment analytics

We provide a comprehensive solution to scale investment advice to the masses by working with detailed partner assumptions.

Our partners include:

• Institutional asset managers
• Plan record keepers
• Insurance companies
• Broker-dealers
• Registered investment advisors
• Retirement plan consultants

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