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Wealth Utilities

Future Capital

Holistic wealth management through held-away asset integration.

"Future Capital is a platform designed to aggregate and analyze held-away assets, providing RIAs with a comprehensive view of their clients' complete financial picture. It enables advisors to offer more holistic financial planning and investment advice by incorporating assets managed outside of their direct control."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #390 in Wealth Utilities
Validated Adoption
5 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Held-away asset aggregation
Comprehensive financial planning tools
Client portal integration
Automated data reconciliation
Customizable reporting dashboards

Primary Use Cases

Aggregating and managing client assets held at multiple custodians
Creating comprehensive financial plans that incorporate all assets
Providing clients with a single, unified view of their financial portfolio

Agentic Intelligence Briefing

"Future Capital empowers RIAs with a 360-degree view of client finances by seamlessly integrating held-away asset data for enhanced planning and advice."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive held-away asset management
Provides a holistic financial view
Improves client engagement through consolidated reporting

Adoption Hazards

Pricing information is not readily available, hindering quick evaluation
Integration with existing systems needs careful consideration
Limited information on specific features without direct access

Stack Compatibility Profile

How Future Capital integrates into institutional RIA stacks.

5 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Elements Financial Planning
80%
Stack Correlation
Riskalyze Online
80%
Stack Correlation
Bloomberg Tax (BNA)
60%
Stack Correlation
Morningstar Office
60%
Stack Correlation
Grain
40%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to offer comprehensive financial planning services.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Albridge
2ByAllAccounts

Value Proposition

"Future Capital empowers RIAs to provide more holistic financial advice by seamlessly managing and reporting on clients' held-away assets, strengthening client relationships and driving better outcomes."

Audit Your RIA Stack

See how Future Capital fits into your overall tech efficiency score.

Alternative Peer Landscapes

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Actionable business intelligence for RIA operational excellence.

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Simplified 401(k) implementation and management for RIAs.

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AbsoluteCapital

Comprehensive held-away asset management for RIAs.

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Absolute Engagement

Unlock client loyalty with data-driven engagement.

Deeper Intel

Acclivity

AI-powered client engagement for modern RIAs.

Deeper Intel

AdvicePay

AdvicePay: Modern billing for modern financial advisors.

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