Our Solutions

We support partnered advisors to service their clients and help grow their wealth management practice. We serve advisors by driving revenue opportunities, identifying held-away accounts, including spousal accounts, and helping retain clients who may otherwise have assets managed by other advisors.

  1. ProNvest (Integrated)Our fully integrated, managed account solution leverages technology to make investing and planning for retirement intuitive for participants and plan sponsors alike.

    The ProNvest solution is designed to simply overlay onto an existing retirement plan as a value-added service. All individuals have access to investment guidance and advice services with no account minimums.
  2. Future Capital (Non-Integrated)While you may want to manage your clients' 401(k), 403(b), or 457 accounts, you face restrictions ranging from fiduciary liability, lack of access, and no way to charge fees for servicing those accounts.

    Service your clients and generate income by offering our direct solution, Future Capital for your wealth clients’ current 401(k) account (no recordkeeping or employer relationship required).

Advisor Portal:
Unlock Outside Assets

Identify held-away assets.

  • Take a look at the following example of how ProNvest can help you identify outside assets through the use of our account management solution.
  • Case Study 11An advisor sells a retirement plan with 50 participants, totaling $5 million in assets. With so many employees to meet, they don't have the time to set up individual consultations that would give them the ability to identify the assets that they are actually able to earn fees on while helping clients. ProNvest provides the tools to do so in an automated fashion. Assuming 52.5% participant adoption, and 53.4% of the assets of the plans managed by ProNvest, we would be able to identify around $2.9 million in held-away assets that represent an impressive amount of warm leads for the advisor.
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Unlock personalized advice at scale.

  • By utilizing Future Capital, our non-integrated solution, advisors can take advantage of the opposite scenario to the one presented above. Here's an example:
  • Case Study 21An advisor with a book of private wealth clients is looking to service clients in a holistic way and monetize defined contribution assets, which in many cases represent the most significant investment in the average person's life. Using Future Capital, that advisor is able to refer their client to an automated management solution and gets a revenue share if the client signs up for management services. This can also help the advisor with client retention, as they are now able to manage more accounts for their clients!
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Schedule a 15 minute call with our team to learn more about growing your practice.

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Want to learn more?

Contact us for a comprehensive look at how we help advisors grow their business and scale. Our platform helps you manage defined contribution plans while identifying new avenues to grow your practice.

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