Built for Firms That Operate at a Different Level
FutureKPIs is not for every RIA. It is built for firms managing $1B+ in AUM that understand the complexity of multi-custodian data, institutional capital markets, and the difference between organic and inorganic growth. If that is your firm, this is your platform.
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
Blended Across Three Tiers
Pricing is blended — each advisor is billed at the rate for their tier. Your effective per-advisor rate decreases as your firm grows.
1–100 Advisors
per advisor / month
Full platform access for emerging enterprise RIAs building their institutional infrastructure.
101–500 Advisors
per advisor / month
Volume pricing for established multi-advisor firms with complex data and M&A operations.
500+ Advisors
per advisor / month
Enterprise rate for the largest independent RIA platforms and aggregators.
All tiers include every FutureKPIs feature. No feature gates, no add-ons.
Calculate Your Monthly Cost
Drag the slider or type your advisor count to see your blended monthly total.
1–100 @ $550
$27.5K
101–500 @ $350
—
500+ @ $250
—
Monthly Total
$27.5K
50 × $550 = $27.5K/mo
Annual Total
$330.0K
Effective Rate
$550/advisor/mo
Ready to get started? We'll confirm your advisor count during onboarding.
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 pricing based on your advisor count.