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DC recordkeeperOver the past two decades, we've helped implement defined contribution recordkeeping system integrations for more than 30 partner Institutions. We'll integrate to your proprietary 401(k) recordkeeper system, or a third-party system such as SunGard Omni, SunGard Relius, or Schwab RT.
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Retail custodianNextCapital integrates into your proprietary brokerage platform, or a third party custodian such as Pershing Advisor Solutions.
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Held-away accountsNextCapital's fully integrated account aggregation service allows your institution to consolidate your investor’s held-away accounts, a crucial component to providing truly personalized financial advice.
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DocuSignLeverage our integration with Docusign to allow your clients to complete enrollment in a simple, secure, and fully digital workflow.
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SalesforceSimplify customer relationship management for your advisors and portfolio operations teams by connecting directly to your organization’s Salesforce instance.
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Other systems of recordIntegrate with other proprietary systems of record, leveraging all of your data to create a seamless experience for your customers.
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