The world of pension and retirement plan aggregation. With a focus on retirement assets and a natively institutional approach, NextCapital pulls the wraps off of some of their proprietary 401(k) solutions.
With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan Shares NextCapital, a robo-adviser that focuses on retirement, is implementing automated 401(k) account aggregation, touting it will help advisers to peer into a client's retirement assets to get a fuller financial picture. Through its 401(k) Digital Advice Platform, advisers will be able to create a retirement savings plan and portfolio construction recommendations, while taking into consideration what clients already have in their defined-contribution accounts. The goal is for advisers to center an entire financial plan around the work-sponsored retirement plan. "It's really about aggregating