Technology Providers (Digital Advisors / Robo)

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.


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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John Patterson

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