Discover FutureKPIs for Financial Advisors

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Managing clients and managing the business are not one and the same. FutureKPIs was founded to help give financial advisors an advantage in managing their staff and interacting with other financial advisors while maintaining coverage of all existing & net new relationships. 

We help independent RIAs create critical operational and Net New Asset key performance indicators that support revenue growth and partner profitability. Financial advisors working with FutureKPIs can identify clients at-risk, clients that are best situated for alternatives (in a fiduciary guided workflow), and holdings level analytics that helps drive owner profitability. 

By working with FutureKPIs, financial advisors obtain a level of practice data transparency across their firm that was never available. 

We deliver KPIs that impact every aspect of a financial advisors business. We differentiate ourselves with the ability to deliver complete integrations of multiple portfolio systems, multiple custodian systems and multiple planning systems into CRM (Salesforce).  

Independent RIAs utilize FutureKPIs to drive NNA business processes (pre and post NNA workflows) to scale client-relationship coverage. 

Independent RIAs utilize FutureKPIs to scale coverage of NNR activity, helping control staff costs and increase the flow of relationships that a financial advisor can support (at any given moment). Financial advisors grapple with time capacity on NNR's, which strains Net New Asset activity. We solve these hurdles with deep data integrations to drive NNR transparency across the entire firm. 

We help independent RIAs solve critical needs scale post new client and new asset situations. Our KPI advisory services work to establish critical internal reporting and data transparency to help support critical "post-NNA" activities. For financial advisors working with FutureKPIs, they receive highly integrated practice dashboards that help scale internal client coverage and unlock capacity to win greater relationships over a fiscal (12 month) period.  

We help wealth management firms establish HR management solutions that combines CRM (Salesforce) with client-household data to align staff performance metrics with client service success. For practice owners, this helps determine high performing employees and supports partners in effectively managing their business and their staff.