DC recordkeeper

Over 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.

Retail custodian

NextCapital integrates into your proprietary brokerage platform, or a third party custodian such as Pershing Advisor Solutions.

Held-away accounts

NextCapital'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.

DocuSign

Leverage our integration with Docusign to allow your clients to complete enrollment in a simple, secure, and fully digital workflow.

Salesforce

Simplify customer relationship management for your advisors and portfolio operations teams by connecting directly to your organization’s Salesforce instance.

Other systems of record

Integrate with other proprietary systems of record, leveraging all of your data to create a seamless experience for your customers.
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