​Retirement success requires a plan, along with the ongoing management of that plan. NextCapital’s Managed Advice platform provides retirement savers with personalized advice and a plan that grows with them, ​to and through retirement.

​We succeed in lockstep with our partners, who include advisors, asset managers, record keepers, and more. Together, we provide scalable digital advice solutions for workplace, rollover, and retirement income that are fully customized to serve each partner’s unique and evolving needs. 

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Managed Advice: Professional advice for everyone

Managed Advice is a service designed to help everyone retire successfully, whether they’re a workplace 401(k) plan participant or a retail investor. The key to retiring successfully is having a plan—along with someone to manage that plan on an ongoing basis. NextCapital gives everyone a retirement plan that’s tailored to them. Each plan includes a personalized investment portfolio that is continually optimized as the markets and an individual’s life circumstances change. The plan also includes savings and retirement age recommendations, retirement income projections, and more.

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​Our platform
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​We create an experience built specifically for our partners’ customers and brand. We incorporate our partners’ user experience and financial methodology, and we integrate with custodial and recordkeeper systems.

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Innovative and inclusive
​At NextCapital, our mission is to help everyone retire successfully. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.

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NextCapital is one of Built In's Best Places to Work in Chicago in 2020.