For Financial Advisors
Plan prospecting tools that help you grow
Our Plan Prospector helps you find, contact and nurture plans that fit your advisory model.
Why advisors choose Basic Capital
Spend less time on admin; more time on investment advice. Basic Capital gives you the data, compliance support, and flexibility to personalize your service to clients.
Cut out the noise: focus on the work that deepens your client relationships.
One book, one view: administer, monitor, and report across clients from a single platform.
Pooled Plans: bring multiple employers into one professionally managed plan, with shared admin and cost.
Flexible service model: serve as 3(21), 3(38) or stay advisor of record using our investment fiduciary support.
Compliance simplified: real-time testing and streamlined filings reduce risk for every client.
A dedicated Advisor Success Manager: onboarding help, plan-design guidance, and responsive support as you grow.
A differentiated offering for your clients
How Modern Retirement Platforms Are Changing the Advisor Experience
Modern retirement platforms are reshaping the advisor experience through personalized investing tools, flexible retirement infrastructure, and technology designed to help advisors scale and better serve clients.
What Advisors Should Look for in a Retirement Platform
Modern retirement platforms do more than handle administration. They can influence how advisors scale personalization, manage investments, support clients, and grow their practice.
How Personalization Is Reshaping Retirement Planning
Personalization is reshaping retirement planning as employees increasingly expect investment strategies, technology, and financial experiences tailored to their individual goals and needs.