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FutureKPIs for Independent Broker Dealers
Firm-Wide Rep/Advisor Management
We help independent broker dealers manage their entire rep/advisor population with ease and simplicity. FutureKPIs implements a dynamic Rep ID (and Split REP ID) system with deep integrations with clearing providers (Pershing, NFS).
IBDs benefit from having a global view of all rep/advisors and deep holdings & transactional data insights. This helps brokerage firms protect against client attrition and tack (real-time) performance across rep/advisors.
Global House Account Management
We help establish a digital House Account KPI management system that scales multiple REG BI situations between the brokerage entity and the customer accounts (including FINRA 17a-3 for the thirty six month rule). IBD's working with FutureKPIs obtain highly differentiated key performance indicators that increase house account management productivity, contribute to increasing asset management opportunities [with automated REG BI cover] and facilitate the acquisition of aging rep/advisor representatives.
Annuity & Sales Management KPI Platform
We help brokerage firms create highly integrated sales management KPIs that directly impacts revenue. FutureKPIs bring annuity rollover transparency for a brokerage firm seeking to obtain true visibility into their book of business to generate "inside" sales opportunities.
Brokerage firms work with FutureKPIs to create unique strategies that help the firm compete by going deeper into their existing book of business and legacy client accounts. Our firm's ability to bring orphaned accounts into the forefront of front-office generates billions in potential asset rollover situations.
Our Partners
