Many wealth management firms struggle to service clients’ held-away 401(k) assets due to limited data access, compliance considerations, and time-consuming coordination. Through its integration with Future Capital, SS&C Black Diamond Wealth Solutions helps advisors streamline how they see, manage, and report on workplace retirement accounts.
By bringing 401(k) management into the broader wealth management experience, advisors can expand their services, strengthen client relationships, and capture a larger share of household assets.
Learn how the Black Diamond and Future Capital integration can help your firm:
Manage and trade held-away 401(k) accounts alongside the rest of a client’s portfolio
Identify rollover opportunities and uncover additional planning needs across the household
Generate household-level reporting and billing while maintaining secure client credentials
