NextCapital

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Technology Providers (Digital Advisors / Robo)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”10810″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and man aged accounts to individual investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. Our open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice me thodology and fiduciary roles. NextCapital powers digital advice strategies for Fortune 50 brands, such as John Hancock, State Street Global Advisors, Russell Investments and Transamerica.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_cta h2=”” shape=”square”]

NextCapital Delivers Digital Advice Across 401(k) and IRA rollover channels

In 2017, NextCapital launched an initiative to provide seamless automated retirement advice and managed accounts across 401(k) and IRA rol lover channels for large financial institutions. NextCapital is one of very few digita l advice providers that can provide holistic planning, advice, and portfolio management both inside the 401(k) and out. Its partnership with John Hancock is an example:

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[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]John Patterson
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