Transparent pricing
Institutional infrastructure. Clear terms.
FutureAdvice services are priced as fixed engagements — no hidden fees, no percentage-of-AUM charges, no surprises.
Digital M&A Due Diligence
one-time fee
A complete technology and data audit of an acquisition target, delivered in 2–4 weeks. Includes AppCrown data reconciliation, IC-ready reporting, and full coverage across all custodian and platform data.
- 2–4 week delivery timeline
- 100% data coverage across all platforms
- AppCrown-powered data normalization
- Investment committee-ready report package
- Technology stack assessment
- Operational risk identification
Post-M&A Integration Management
one-time fee per practice
End-to-end management of the post-close integration across all workstreams — technology migration, data reconciliation, operational alignment, staff onboarding, client communication, and Day-100 reporting.
- Technology migration and platform consolidation
- Full data reconciliation via AppCrown
- Operational alignment across all workstreams
- Staff onboarding and transition support
- Client communication management
- Day-100 integration report
Private Markets Platform
per year platform fee
Ongoing access to FutureAdvice's private markets infrastructure — subscription processing, capital calls, K-1 aggregation, investor reporting, and AppCrown data reconciliation for alternative investments.
- Subscription and redemption processing
- Capital call management
- K-1 aggregation and distribution
- Investor reporting and statements
- AppCrown data reconciliation
- Ongoing platform support
All engagements begin with a complimentary consultation. Pricing reflects standard scope; complex situations may be quoted separately.
Not sure where to start?
Schedule a consultation and we'll identify which services fit your firm's current priorities.