A Complete End-to-End Solution That Empowers Advisors

The Workplace Investment Navigator

Access to thousands of employer-sponsored plans across all industries nationwide

Manage client’s 401k, 403b and 457 accounts while they’re still working

Millions of eligible participants, including in your existing book of business

Explore the WIN Platform

  • As Simple as
    One. Two. Three.

  • Our process is handled in three simple steps. We start with an eligibility check to ensure your plan is one that we can support. If everything checks out, you’ll request a proposal and we will get to work. Once an agreement is made, you’ll submit your back office butler and you’re ready to experience Absolute efficiency.

  • Check
    A Plan

    Step 1 is to confirm your client’s plan is eligible for management

    Check Plan

  • Request
    A Proposal

    Step 2 is to determine the investment solution; request a client proposal and we will work with you until it is right

    Request Proposal

  • Submit a Back
    Office Butler

    Step 3 is to request the client paperwork; Absolute Capital will prepare the paperwork for you (Docusign available)

    Submit Butler

Thoughtful Insights from Absolute Capital

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Built for Advisors, by Advisors

 

Now is a pivotal time to understand and position yourself for the future of 401(k) account management.

 

Absolute Capital is an advisory partner, and that’s what sets us apart. We’ve built the complete, end-to-end platform solution for advisors that not only provides the fintech tools you need, but fully establishes your management on these accounts. This means that you can manage your clients’ workplace retirement accounts with the same confidence and control as other accounts under your management.

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