The FutureAdvice Platform
One platform. Every integration solved.
We built the technology infrastructure that independent RIAs have always needed but never had — a vertically integrated stack that connects every system, eliminates every headache, and scales with your firm.
The Problem We Solve
Technology fragmentation is costing you time, money, and clients.
The average independent RIA uses 7–12 disconnected software systems. Every manual reconciliation, every data re-entry, every compliance gap is a tax on your business — paid in hours, errors, and opportunity cost. FutureAdvice eliminates that tax entirely.
7–12
Disconnected systems the average RIA manages
23%
Of advisor time lost to administrative and operational tasks
$180K+
Annual cost of technology fragmentation per firm
1 in 3
RIA data breaches trace back to integration vulnerabilities
Platform Capabilities
Everything connected. Nothing duplicated.
CRM & Client Data
A unified client record that syncs across every touchpoint — from onboarding to reporting. No more duplicate data entry, no more version conflicts.
Integrates with Salesforce, Redtail, Wealthbox, and more
Portfolio Management
Real-time portfolio data, rebalancing workflows, and performance reporting — all connected to your custodians and accessible in one dashboard.
Custodian-agnostic: Schwab, Fidelity, Pershing, and others
Compliance & Regulatory
Built-in compliance workflows, automated surveillance, and audit-ready documentation. Stay ahead of regulatory requirements without a dedicated compliance team.
SEC and FINRA aligned workflows, automated ADV tracking
Billing & Revenue
Automated fee billing, revenue reconciliation, and client invoicing — with full audit trails and custodian integration built in.
Supports AUM, flat fee, hourly, and hybrid billing models
Reporting & Analytics
Client-ready performance reports, business analytics dashboards, and custom reporting — generated automatically, branded to your firm.
White-labeled reports delivered on your schedule
Document Management
Centralized document storage, e-signature workflows, and client portal access — fully integrated with your CRM and compliance systems.
DocuSign integration, SEC-compliant retention policies
Integration Approach
We meet you where you are.
You don't have to rip and replace. Our integration team works with your existing technology stack — connecting what you have, replacing what's holding you back, and building what doesn't exist yet. Most firms are fully integrated within 60 days of close.
Technology Audit
We map your current stack, identify integration gaps, and build a migration plan tailored to your firm.
Parallel Integration
Our team connects your systems to the FutureAdvice platform while you continue operating normally — zero downtime.
Data Migration
Clean, validated data migration with full reconciliation. Every client record, every historical transaction, every document.
Training & Go-Live
Hands-on training for your team, a dedicated integration manager, and a 90-day hypercare period post-launch.
Security & Compliance
Built to the highest standards in financial services.
SOC 2 Type II Certified
Annual third-party audits of our security controls, availability, and confidentiality practices.
256-bit Encryption
All data encrypted at rest and in transit. Zero plaintext storage of sensitive client information.
Role-Based Access
Granular permissions so every team member sees exactly what they need — and nothing they don't.
Disaster Recovery
99.9% uptime SLA with real-time failover and daily encrypted backups across geographically distributed data centers.
Stop managing technology. Start growing your firm.
The FutureAdvice platform is available exclusively to our RIA partners. If you're ready to eliminate operational friction and focus on what matters, let's talk.