Wealth Management Data Infrastructure Built for Independent RIAs.
FutureKPIs is delivered on AppCrown's AdvisorForce platform — the #1 data and integration infrastructure for independent RIAs and IBDs. Unified data. AI-powered insights. M&A and valuation analytics. All in one place.
150+
Advisory Firms
$400B
Assets Under Administration
99.97%
Platform Uptime
47
Native Integrations
< 2s
Data Latency
73%
Avg. Ops Time Saved
Real-Time. Every Feed. Always Current.
Sub-2-second data latency across all connected sources
Total AUA
$400B
Active Accounts
14,832
Data Sources
47
Solving Fragmented Data for Independent RIAs and IBDs
AppCrown AdvisorForce is the financial data platform built for advisors and investment managers who demand institutional-grade infrastructure. It unifies data from every custodian, CRM, and portfolio system into a single normalized data layer — with sub-2-second latency, AI-powered practice insights, and M&A valuation analytics. FutureKPIs sits on top of this foundation, delivering the KPI intelligence layer that turns clean data into decisive action.
Data Aggregation
Unify data from every custodian, CRM, and portfolio system into a single, normalized data layer. Real-time sync with sub-2-second latency across 47 active integrations.
Workflow Automation
Automate reconciliation, rebalancing triggers, and compliance checks. AppCrown eliminates manual ops work entirely — saving firms an average of 73% of operational time.
Compliance Reporting
Auto-generate ADV reports, Form PF, and custom regulatory filings. The platform maintains audit-ready data governance with full lineage and versioning at every data point.
FutureKPIs Intelligence
Real-time KPI dashboards, advisor scorecards, M&A deal analytics, and digital lending packages — all derived from AppCrown's clean, unified data foundation.
12+ Custodians. 8+ CRMs. 14+ Portfolio Tools.
AppCrown connects natively with the custodians, CRMs, portfolio management systems, and data providers your firm already relies on. No custom development required.
Schwab
CustodianFidelity
CustodianPershing
CustodianGoldman Sachs
CustodianSalesforce
CRMBlack Diamond
CRMOrion
PortfolioTamarac
PortfolioMorningstar
Data47+ More
IntegrationsEverything Your Firm Needs to Operate at Scale
Automated Reconciliation
Daily automated reconciliation across all custodian feeds eliminates manual data entry. Your KPIs always reflect accurate, up-to-date positions — with zero ops overhead.
Unified Account Model
Households, accounts, and relationships normalized into a single model regardless of custodian. Enables true firm-wide analytics across your entire book of business.
Audit-Ready Governance
Every data point is timestamped, versioned, and traceable. Full compliance-grade data lineage for ADV reports, Form PF, GIPS composites, and custom regulatory filings.
AI-Powered Practice Insights
AppCrown's AI layer surfaces practice-to-planning insights — identifying revenue opportunities, advisor performance gaps, and client retention risks before they become problems.
M&A and Valuation Analytics
Built-in M&A and valuation analytics give RIA acquirers and sellers the deal intelligence they need — from pre-bid KPI benchmarking to post-close integration tracking.
Institutional Portfolio Analytics
Performance attribution, risk analytics, and factor exposure delivered in real time across your entire book — 4.8× faster reporting than legacy systems.
Ready to Scale Your Operations?
Join 150+ advisory firms that have eliminated data complexity and scaled profitability with AppCrown and FutureKPIs.