The 401(k) of choice for the next generation of plan advisors
The 401(k) of choice for the next generation of plan advisors
The 401(k) of choice for the next generation of plan advisors
The 401(k) of choice for the next generation of plan advisors
The 401(k) of choice for the next generation of plan advisors
The 401(k) of choice for the next generation of plan advisors
Scale your retirement plan practice with a platform built for where the industry is headed tomorrow.
Basic Capital offers institutional-grade capabilities wrapped in modern technology, designed specifically for advisors building differentiated practices.
Show your clients something they haven’t seen before
Your clients expect more from their 401(k) than another legacy interface and captive investment menus. Basic Capital delivers more plan flexibility and investment options to differentiate your offering and strengthen your client relationships.
Show your clients something they haven’t seen before
Your clients expect more from their 401(k) than another legacy interface and captive investment menus. Basic Capital delivers more plan flexibility and investment options to differentiate your offering and strengthen your client relationships.
Show your clients something they haven’t seen before
Your clients expect more from their 401(k) than another legacy interface and captive investment menus. Basic Capital delivers more plan flexibility and investment options to differentiate your offering and strengthen your client relationships.
Open architecture
True open architecture that lets you build investment lineups reflecting your expertise, not our product shelf. Select from over 6,000 ETFs and mutual funds to create portfolios that align with your investment philosophy and your clients' goals.
Open architecture
True open architecture that lets you build investment lineups reflecting your expertise, not our product shelf. Select from over 6,000 ETFs and mutual funds to create portfolios that align with your investment philosophy and your clients' goals.
Easy set up
Easily set up, manage, and maintain multiple plans with tools designed to simplify administration and automate compliance.
Easy set up
Easily set up, manage, and maintain multiple plans with tools designed to simplify administration and automate compliance.
Easy set up
Easily set up, manage, and maintain multiple plans with tools designed to simplify administration and automate compliance.
Advisor-grade platform
Advisor-grade platform with all of the tools and features you expect, with an expanded investment universe and an embedded brokerage window that creates higher plan participation.
Advisor-grade platform
Advisor-grade platform with all of the tools and features you expect, with an expanded investment universe and an embedded brokerage window that creates higher plan participation.
Advisor-grade platform
Advisor-grade platform with all of the tools and features you expect, with an expanded investment universe and an embedded brokerage window that creates higher plan participation.
Differentiate your practice beyond price
Basic Capital is a fully-bundled solution that saves you time and money.
Differentiate your practice beyond price
Basic Capital is a fully-bundled solution that saves you time and money.
Differentiate your practice beyond price
Basic Capital is a fully-bundled solution that saves you time and money.
Stand out with
More investing power with our innovative Retirement Mortgage that completely re-thinks the math of retirement. We invest alongside participants with each contribution to increase their investing power.
Single stock allocations empower participants to express single stock positions within a fully embedded brokerage window.
Alternative investment access that sophisticated demand, delivered by a platform that has been on the forefront of alternative assets in 401(k)s
401(k) plan
Qualified Investment Alternatives
Target date funds
Brokerage Window
Single name stocks
Alternatives
Crypto
Custom private investments
401(k) plan
Qualified Investment Alternatives
Target date funds
Brokerage Window
Single name stocks
Alternatives
Crypto
Custom private investments
We don’t compete with your business, we help grow it
We don't compete with you for advisory relationships. We don't push proprietary funds and we don't complicate your fee structure with opaque charges.
We don’t compete with your business, we help grow it
We don't compete with you for advisory relationships. We don't push proprietary funds and we don't complicate your fee structure with opaque charges.
We don’t compete with your business, we help grow it
We don't compete with you for advisory relationships. We don't push proprietary funds and we don't complicate your fee structure with opaque charges.
Direct fee billing keeps compensation transparent and professional. Bill advisory fees directly from participant accounts with clear documentation and straightforward processing.
Direct fee billing keeps compensation transparent and professional. Bill advisory fees directly from participant accounts with clear documentation and straightforward processing.
Transparent pricing with no revenue sharing arrangements that create conflicts. Your clients know what they're paying, you know what you're earning, and everyone can focus on outcomes instead of fee archaeology.
Transparent pricing with no revenue sharing arrangements that create conflicts. Your clients know what they're paying, you know what you're earning, and everyone can focus on outcomes instead of fee archaeology.
Transparent pricing with no revenue sharing arrangements that create conflicts. Your clients know what they're paying, you know what you're earning, and everyone can focus on outcomes instead of fee archaeology.
Modern infrastructure that integrates with your existing workflows rather than forcing you to adapt to ours. API access, automated reporting, and responsive support that treats you like a partner, not a transaction.
Modern infrastructure that integrates with your existing workflows rather than forcing you to adapt to ours. API access, automated reporting, and responsive support that treats you like a partner, not a transaction.
Modern infrastructure that integrates with your existing workflows rather than forcing you to adapt to ours. API access, automated reporting, and responsive support that treats you like a partner, not a transaction.