The Future of Wealth Management

RIA M&A needs to be streamlined to generate greater deal volumes. We help RIAs transform their M&A process, from prospect diligence to closing. We upgrade the entire RIA M&A process with established integrations powered by AppCrown.

Secondary but critical to the RIA M&A process includes upgrading the entire RIA compliance process, that transforms WSPs, Internal policy and procedures into a digital framework that is experienced from Salesforce Financial Services Cloud. This includes a digital OFAC/AML/KYC/IPS framework that supports mass scale of regulatory KPI management needs. This compliments RIA M&A coincides with greater demands (on the firm) for individual regulatory checks such as OFAC/AML.

Wealth & Asset Management

Future Advice works with wealth & asset management firms to craft future solutions that upgrades the entire RIA M&A experience, effectively growing Assets Under Management (“AUM”).

Future Advice helps wealth managmeent firms connect their disparate back office systems (portfolio, planning, and Salesforce) altogether to formulate powerful technology empowered practice tracking solutions that scales:

  • OFAC/AML/KYC/IPS diligence and internal audits

  • Relationship Prospecting

  • True Household 360 Management

  • True Household Persona Tracking

  • Firm-Wide Cross Application Integrations

  • Establishing and Maintaining True Practice KPIs

  • Data Mining The Practice to Determine the Direction of the Advice Business