NextCapital Performance Update 12/31

How many NextCapital users are beating the market? NextCapital is the only application that helps investors accurately measure performance and compare it against the appropriate Benchmark. Below are the December 2014 monthly updates on aggregate user performance and asset allocation.
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NextCapital and Russell Re-Enroll Adviser Plan With Highly Personalized QDIA Solution

Chicago, Ill. (November 12, 2014) – NextCapital is pleased to announce that a defined contribution plan advisory firm has used NextCapital’s digital advice solution, combined with Russell’s Adaptive Investing™ methodology, to re-enroll its own 401(k) plan and now offers the solution to all its plan sponsor clients.

NextCapital Launches Industry-First Interactive Quarterly Portfolio Report

Chicago, Ill. (October 16, 2014) – NextCapital, a leading digital advisor serving more than 500,000 clients, is pleased to introduce the industry’s first interactive quarterly portfolio report.

NextCapital Group Raises $6 Million in Series A Funding

CHICAGO – Sept. 3, 2014 – Russell Investments and Transamerica Ventures Fund are leading a $6 million investment in NextCapital, a Chicago-based digital adviser that partners with financial institutions and media companies to help individuals build and manage world-class, personalized and affordable investment portfolios.

Morningstar Settles Intellectual Property Lawsuit, Pays Business Logic $61 Million in Trade Secrets Case

CHICAGO – July 17, 2014 – Investment research and management firm Morningstar, Inc. agreed to pay $61 million to settle a lawsuit filed by Business Logic, a Chicago-based developer of financial software. Business Logic, the parent company of NextCapital, claimed that Morningstar and its subsidiary, Ibbotson Associates, violated a contract and took Business Logic’s intellectual property.