Built for Firms That Operate at a Different Level
FutureKPIs is not for every RIA. It is built for wealth management firms that understand the complexity of multi-custodian data, institutional capital markets, and the difference between organic and inorganic growth. Pricing is based on your firm's AUM — because that is the truest measure of institutional scale.
Is FutureKPIs Right for Your Firm?
We work exclusively with RIAs and independent broker-dealers that have crossed the $1B AUM threshold — firms where data complexity, capital access, and M&A activity are not hypothetical. If you are managing a single book of business with no institutional ambitions, there are simpler tools for you. If you are building, acquiring, or raising capital at scale, read on.
This platform is for you if…
- Managing $1B+ in AUM across multiple custodians
- Actively pursuing M&A targets or preparing for acquisition
- Seeking institutional credit facilities or capital raises
- Running multi-advisor teams with complex revenue attribution
- Requiring institutional-grade compliance and audit infrastructure
This platform is not for you if…
- Sub-$1B AUM firms without institutional growth plans
- Single-advisor practices with no M&A or capital markets activity
- Firms satisfied with basic portfolio reporting tools
Three Tiers. One Platform.
Pricing is based on your firm's AUM — the truest measure of institutional scale. Every tier includes the full FutureKPIs platform with no feature gates.
Below $1B AUM
per month
For emerging wealth management firms building their institutional data infrastructure and preparing for the next stage of growth.
$1B – $5B AUM
per month
For established RIAs with complex multi-custodian operations, active M&A pipelines, and institutional lending requirements.
Above $5B AUM
per month minimum
For the largest independent RIA platforms and aggregators operating at enterprise scale. Custom pricing available.
All tiers include every FutureKPIs feature. No feature gates, no add-ons.
Find Your Tier
Enter your firm's AUM to see your monthly and annual cost instantly.
Below $1B
$25,000/mo
$1B – $5B
$45,000/mo
Above $5B
$75,000/mo min
Your Tier
$1B – $5B AUM
Monthly Total
$45K
Annual Total
$540K
Your AUM
$2B
Pricing confirmed at onboarding based on your most recent Form ADV.
Request a DemoNo Feature Tiers. No Add-Ons.
Revenue Metrics Dashboard
Real-time firm revenue, AUM trends, fee analysis, and billing reconciliation across all custodians.
Advisor Scorecard
Per-advisor KPIs: AUM, revenue contribution, client retention, growth rate, and performance benchmarks.
M&A Synergy Analytics
Pre-bid, negotiation, and post-close deal tracking with synergy modeling and integration KPIs.
Digital Lending Package
Institutional credit readiness scoring — AUM stability, revenue consistency, debt service coverage, and growth trajectory.
AppCrown Data Infrastructure
12+ custodian feeds, 47 integrations, sub-2-second data latency, and SOC 2 Type II governance.
Unlimited Staff Access
Operations, compliance, and admin staff access the platform at no additional per-seat cost.
Frequently Asked
Ready to See FutureKPIs in Action?
Request a demo and we'll walk through your firm's specific KPI setup, data integration, and confirm your pricing tier based on AUM.