Absolute Capital Featured in The Wealth Advisor: Bringing Workplace Retirement Accounts into Focus
May 2, 2025
Absolute Capital Featured in The Wealth Advisor: Bringing Workplace Retirement Accounts into Focus
Alex Barned of Absolute Capital was recently featured in The Wealth Advisor in an article titled “The Missing Piece in Wealth Management: Absolute Capital Brings Workplace Accounts into Focus,” by contributor Madeline Voss The Wealth Advisor.
The Untapped Opportunity
Employer-sponsored retirement plans, 401(k), 403(b), and 457 accounts represent a multi-trillion-dollar opportunity for management. Yet, these “held-away” assets have historically been underserved by advisors, due to the high barriers to entry. In her article, Voss highlights how Absolute Capital’s turnkey asset management platform, Workplace Investment Navigator (WIN), transforms that opportunity into a seamless, scalable service for advisors to offer their clients.
Key Takeaways
- End-to-End TAMP for Workplace Assets: W.I.N. integrates directly with recordkeepers—no plan consulting or employer-level approvals required—so advisors can onboard and manage client workplace accounts in as little as one to two weeks.
- Scale and Simplicity: Through integrations with over two dozen custodians, W.I.N. gives advisors access to ~24 million participants’ plans and an expanded investment menu of institutional strategist models.
- Operational Efficiency: Advisors no longer need client credentials or manual trading. WIN automates allocations, rebalancing, and fee billing directly from the retirement account, freeing advisors to focus on client relationships.
- Holistic Wealth Planning: Full visibility into workplace accounts enriches advisors’ ability to assess total client assets, align risk across all holdings, and retain clients by capturing pre-rollover AUM.
A Word from Absolute Capital
” We are the first complete end-to-end TAMP dedicated to helping advisors manage their clients’ 401, 403, and 457 accounts,” says Alex Barned, National Sales Director at Absolute Capital. “No consultants, no two-year waits, no multi-month sales cycles. This is you helping one client at a time with a turnaround that’s more measured in a week or two than months.”
Read the Full Story
Discover how Absolute Capital is filling in the “missing piece” in wealth management and learn why advisors nationwide are turning to W.I.N. for held-away account mastery.
Read the article on The Wealth Advisor here:
Read the Article
Absolute Capital Featured in The Wealth Advisor: Bringing Workplace Retirement Accounts into Focus
Alex Barned of Absolute Capital was recently featured in The Wealth Advisor in an article titled “The Missing Piece in Wealth Management: Absolute Capital Brings Workplace Accounts into Focus,” by contributor Madeline Voss The Wealth Advisor.
The Untapped Opportunity
Employer-sponsored retirement plans, 401(k), 403(b), and 457 accounts represent a multi-trillion-dollar opportunity for management. Yet, these “held-away” assets have historically been underserved by advisors, due to the high barriers to entry. In her article, Voss highlights how Absolute Capital’s turnkey asset management platform, Workplace Investment Navigator (WIN), transforms that opportunity into a seamless, scalable service for advisors to offer their clients.
Key Takeaways
- End-to-End TAMP for Workplace Assets: W.I.N. integrates directly with recordkeepers—no plan consulting or employer-level approvals required—so advisors can onboard and manage client workplace accounts in as little as one to two weeks.
- Scale and Simplicity: Through integrations with over two dozen custodians, W.I.N. gives advisors access to ~24 million participants’ plans and an expanded investment menu of institutional strategist models.
- Operational Efficiency: Advisors no longer need client credentials or manual trading. WIN automates allocations, rebalancing, and fee billing directly from the retirement account, freeing advisors to focus on client relationships.
- Holistic Wealth Planning: Full visibility into workplace accounts enriches advisors’ ability to assess total client assets, align risk across all holdings, and retain clients by capturing pre-rollover AUM.
A Word from Absolute Capital
” We are the first complete end-to-end TAMP dedicated to helping advisors manage their clients’ 401, 403, and 457 accounts,” says Alex Barned, National Sales Director at Absolute Capital. “No consultants, no two-year waits, no multi-month sales cycles. This is you helping one client at a time with a turnaround that’s more measured in a week or two than months.”
Read the Full Story
Discover how Absolute Capital is filling in the “missing piece” in wealth management and learn why advisors nationwide are turning to W.I.N. for held-away account mastery.
Read the article on The Wealth Advisor here:
Read the Article
