Managing Growth with Future KPIs

We help independent RIAs scale the entire acquisition process and transform the RIA consolidation playbook. 

FutureKPIs turnkey digital pre-M&A due diligence service brings immediate household and billing data transparency with analytics from the Target RIA. FutureKPIs turnkey digital post-M&A integration service helps the buy-side RIA immediately assimilate acquired wealth management firms.

We help financial professionals connect with their carriers and manage the entire sales process through a digital KPI platform. 

FutureKPIs Fixed Index Annuity and Variable Annuity service drives annuity data transparency across multiple carriers. FutureKPIs capability to bring FIA and VA data into sales enablement systems (e.g., Salesforce) drives tremendous improvements to a financial professionals coverage of their existing book of business. 

We help Independent Broker Dealers resolve major hurdles in managing house accounts and dually registered reps ("hybrid advisors"). 

FutureKPIs establishes critical firm-wide and branch to rep/advisor key performance indicators that helps unlock asset management opportunities across existing client relationships, and globally address various industry regulations such as FINRA Rule 17a-3. 

We help IBDs and large sized RIAs implement a hybrid WealthBox + Salesforce strategy that includes both platforms as an underlying solution for wealth & asset management firms seeking a complete solution that tailors to the firm's various needs. 

FutureKPIs helps independent brokerage and wealth firms implement a "hybrid CRM" solution that combines WealthBox + Salesforce. This is highly valuable for large wealth management firms. 

We help independent RIAs function and scale the use of alternative investments into their wealth management firm. For independent RIAs, this service is critical to ensure fiduciary decision making processes are implemented, digitally and automated, across all clients that are accredited investors and qualified purchasers. 

FutureKPIs helps independent wealth and asset management firms connect their holdings data across the CRM to deliver digital fiduciary screens to identify clients that are be

We help independent RIAs scale the entire Net New Asset ("NNA") business process with near real-time NNA KPI data visibility by digitally connecting and normalizing data from any portfolio systems, planning systems and custodians.  

FutureKPIs helps independent RIAs consolidate their practice data and practice workflows into turnkey consolidated experiences that drives partner revenue, practice profitability and unlocks client coverage.