Channels

We enable digital advice across 401(k), IRA rollover, and retail channels

DC

Direct
Distribute your solution directly to institutional plan sponsor clients and their participants.
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Intermediary
Distribute your solution through recordkeeper partners and plan advisors.

Retail

IRA rollover
Integrate to proprietary 401(k) recordkeeping systems to provide seamless IRA rollover digital advice using similar or identical advice and experience as utilized in-plan.

Direct
​Develop an automated direct-to-investor offering that can service clients in the accumulation and decumulation stages of their lives. Our digital advice platform help traditional advisors manage and service clients of all wealth levels.
Contact Us
​Sales
sales@nextcapital.com
Media
marketing@nextcapital.com
​Support
support@nextcapital.com
Location
104 S. Michigan Ave, Suite 1400
Chicago, IL 60603
© 2022 NextCapital Group, Inc. All rights reserved.
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​NextCapital Software, Inc., and NextCapital Advisers, Inc., are wholly owned subsidiaries of NextCapital Group, Inc. NextCapital Advisers is registered with the SEC as an investment adviser. When you use this website, you accept our Terms of Service and Privacy Policy. NextCapital does not guarantee results. All investments involve risk and may result in loss. Past performance does not guarantee future results. Historic returns, projected returns, and probability of investment outcomes may not reflect actual future results.