For RIAs
Private markets access. Built for independent advisors.
FutureAdvice delivers the digital infrastructure that connects your RIA to alternatives, private equity, and private credit — without the operational overhead of building it yourself.
The Access Gap
Your clients want alternatives. Your infrastructure isn't built for them.
Institutional investors have had access to private markets for decades. Independent RIAs have been largely locked out — not because of capital minimums, but because of operational complexity. Subscription documents, capital calls, K-1s, reporting, and client communication require infrastructure most RIAs don't have.
73%
Of HNW clients want alternatives exposure
12+
Operational touchpoints per alternative investment
60%
Of RIAs cite operations as the primary barrier to alts
$4T
In private markets AUM expected to flow through RIAs by 2030
Our Solution
End-to-end digital infrastructure for private markets.
FutureAdvice manages the full operational lifecycle of alternative investments on your behalf — from manager sourcing and due diligence support to subscription processing, capital call management, and investor reporting. You focus on client relationships. We handle the infrastructure.
Manager Access & Sourcing
Curated access to vetted alternative investment managers across private equity, private credit, real assets, and hedge strategies.
Digital Subscription Processing
Streamlined digital subscription workflows that eliminate paper, reduce errors, and accelerate time-to-investment for your clients.
Capital Call Management
Automated capital call tracking, client notification, and funding coordination — fully integrated with your custodian.
K-1 & Tax Document Aggregation
Centralized collection and delivery of K-1s and tax documents across all alternative positions, delivered to clients on schedule.
Investor Reporting
Consolidated alternative investment reporting alongside traditional portfolio data — one view for your clients, powered by AppCrown.
Client Communication Workflows
Templated, compliant communication workflows for capital calls, distributions, and performance updates — branded to your firm.
AppCrown Integration
Alternative data that actually reconciles.
The hardest part of alternatives isn't access — it's data. Capital calls, valuations, distributions, and K-1s arrive in inconsistent formats from dozens of fund administrators. AppCrown normalizes all of it, feeding clean, reconciled data into your reporting and client portal workflows automatically.
How It Works
From onboarding to ongoing operations.
01
Onboarding & Assessment
We assess your current alternatives exposure, client demand, and operational readiness. Most RIAs are live within 30 days.
02
Platform Integration
FutureAdvice connects to your existing CRM, portfolio management, and custodian systems via AppCrown data infrastructure.
03
Manager Selection
Work with our investment team to select alternative managers appropriate for your client base and risk profile.
04
Operational Handoff
We take over the operational lifecycle — subscriptions, capital calls, reporting, and tax documents — so you don't have to.
Bring private markets to your clients.
FutureAdvice is the operational infrastructure layer your RIA needs to compete in the alternatives space — without the overhead.