Built for Better Outcomes

Plan administration is a complex, tech-driven business. Yet, at its heart, it is also a people business, where the user experience is often the most powerful differentiator separating one organization from the rest.

As a Category of One partner to clients and advisors across the country, we provide some of the most advanced technology tools in the industry. And we’re not done yet – we are leveling up in bold ways to deliver a customer-focused, feature-rich, digital experience for our clients. Learn more about our approach in our technology blog.

my.FuturePlan is a portal for FuturePlan clients and their financial advisors that provides immediate access to key plan information and resources, action items, and relevant news from a central dashboard.


Watch our recent webinar

Discover the value of my.FuturePlan

Discover the value of our unique, industry-leading my.FuturePlan portal and how you can use it to manage your practice and improve client outcomes. For more information, please fill-out our form and a member of our team will follow-up to share more!

Put our Technology to Work

Fill out this quick form for more information about my.FuturePlan today!