Managed Service Organization
The digital infrastructure layer between RIAs and private markets.
FutureAdvice is a managed service organization that accelerates financial advice by connecting independent RIAs to alternatives, private equity, and private credit — powered by AppCrown data infrastructure.
What We Do
We close the gap between independent advisors and institutional-grade private markets.
Most RIAs lack the operational infrastructure to access, evaluate, and administer alternative investments at scale. FutureAdvice delivers that infrastructure as a managed service — so advisors can offer private markets capabilities without building them from scratch.
Core Services
Three capabilities. One integrated platform.
Private Markets Access
Digital infrastructure that connects RIAs to alternatives, private equity, and private credit — with streamlined subscription, reporting, and client communication workflows built in.
Learn moreM&A Due Diligence
Digital due diligence services for RIA acquisitions and mergers — powered by AppCrown data infrastructure. Structured data extraction, gap analysis, and deal-ready reporting.
Learn morePost-Close Integration
Managed integration services after an RIA transaction closes — technology migration, data reconciliation, operational alignment, and staff onboarding on a defined timeline.
Learn morePowered by AppCrown
Built on the data infrastructure that financial services trusts.
FutureAdvice services run on AppCrown — a purpose-built data infrastructure platform for wealth management. AppCrown aggregates, normalizes, and structures data across custodians, portfolio systems, and alternative investment platforms, giving FutureAdvice the foundation to deliver managed services at institutional quality.
Custodian-agnostic data aggregation
Alternative investment data normalization
Structured data extraction for M&A diligence
Real-time reconciliation and reporting
Why FutureAdvice
The infrastructure RIAs need. Delivered as a service.
No build required
Access institutional-grade private markets infrastructure without hiring a team or building proprietary technology.
Advisor-first design
Every workflow is designed around how advisors actually work — not how technology vendors want them to work.
M&A ready
Whether you're acquiring, merging, or being acquired, our digital diligence and integration services reduce deal risk and accelerate close.
AppCrown foundation
Our services are built on AppCrown's proven data infrastructure — not custom code that breaks when markets move.
Ready to accelerate your practice?
Whether you're looking to expand into private markets, navigate an M&A transaction, or integrate a newly acquired firm — FutureAdvice delivers the infrastructure to make it happen.