Platform & Services
Digital M&A diligence and post-close integration — powered by AppCrown.
FutureAdvice delivers structured digital services for RIA transactions — from pre-close due diligence to post-close operational integration — built on AppCrown's wealth management data infrastructure.
AppCrown Data Infrastructure
The data foundation that makes everything else possible.
AppCrown is a purpose-built data infrastructure platform for wealth management firms. It aggregates and normalizes data across custodians, portfolio systems, CRMs, and alternative investment platforms — creating a single, structured data layer that FutureAdvice services run on top of.
Multi-custodian aggregation
Schwab, Fidelity, Pershing, and 40+ custodians — all normalized into a single data model.
Alternative investment data
Capital calls, valuations, K-1s, and distributions from fund administrators — structured and reconciled automatically.
CRM & workflow integration
Bidirectional data flows with Salesforce, Redtail, Wealthbox, and other advisor CRMs.
Structured extraction for M&A
Pre-built data extraction templates for RIA due diligence — AUM by custodian, revenue by client, technology stack mapping.
Digital M&A Due Diligence
Faster, deeper, more defensible deal analysis.
Traditional RIA due diligence is slow, manual, and inconsistent. FutureAdvice delivers digital diligence services that extract, structure, and analyze the data that matters — so buyers and sellers can move faster with greater confidence.
Data Extraction & Normalization
We connect to the target firm's systems via AppCrown and extract structured data across AUM, revenue, client demographics, technology stack, and operational workflows.
Gap Analysis & Risk Scoring
Automated gap analysis identifies concentration risk, client attrition risk, technology debt, and compliance exposure — scored and prioritized for deal teams.
Deal-Ready Reporting
Structured diligence reports formatted for investment committees, lenders, and legal counsel — with supporting data exports and audit trails.
Valuation Support
AppCrown data feeds directly into revenue quality analysis, client lifetime value modeling, and technology cost normalization for valuation purposes.
Diligence Outcomes
Diligence timeline
2–4 weeks vs. 8–12 weeks traditional
Data coverage
100% of AUM, revenue, and client records
Report format
Investment committee ready
Audit trail
Full data lineage and extraction log
Post-Close Integration
Operational integration that actually closes.
Most RIA acquisitions fail to capture their projected synergies because post-close integration is undermanaged. FutureAdvice delivers a structured integration program — technology migration, data reconciliation, operational alignment, and staff onboarding — on a defined timeline with clear milestones.
Technology Migration
Systematic migration from the acquired firm's technology stack to the acquirer's platform — or to a unified FutureAdvice-managed stack — with zero data loss.
Data Reconciliation
Full reconciliation of client records, account data, and historical performance across both firms — powered by AppCrown's normalization engine.
Operational Alignment
Process mapping and workflow standardization across compliance, billing, reporting, and client service — so the combined firm operates as one.
Staff Onboarding
Structured onboarding program for acquired firm staff — technology training, process documentation, and role-specific playbooks.
Client Communication
Managed client communication program for the transition — templated, compliant, and timed to minimize attrition risk.
Day-100 Reporting
Integration milestone reporting at 30, 60, and 100 days post-close — with variance analysis against the integration plan.
Planning a transaction? Let's talk.
Whether you're a buyer, seller, or advisor on an RIA deal, FutureAdvice delivers the digital infrastructure to make the transaction faster, cleaner, and more defensible.