The Future of Fintech

Since 1994, our firm’s been operating within the intersection of finance & technology, having founded digiTRADE, the first online brokerage platform that powered the majority of US online brokerage systems. https://en.wikipedia.org/wiki/Electronic_trading. For nearly 15 years, we have been building major financial technology systems for the wealth management, connecting complex multiple custodian, clearing, portfolio and planning software systems into enterprise CRM systems.

1994 - digiTRADE Founding - Launches the Majority of US Online Brokerage into Internet Trading.

1998- Thomson Acquired digiTRADE. This helps launch Thomson ONE desktop for wealth management with market data.

2010-2020 - AppCrown is launched, becoming the first multi-custodian technology to transform Salesforce into a wealth management operating system.

2020 - Present
Future Advice becomes an industry brand to provide competitive advice for our clients.

Our Industry Coverage

  • Define the future of wealth management software, where to go and how to build up revenues with enduring customers. We help craft winning strategies for software companies seeking to win market share in wealth management.

  • The asset management sector operates within or fintech coverage group. We help our clients define winning strategies to succeed in the asset management industry, take market share and build up critical product strategies.

  • The lending & private markets industry falls within our fintech coverage. We help our clients succeed with intimate knowledge of market demand and product white-spaces within this market.

  • The capital markets industry falls within our fintech coverage given our expansive hands-on insights. We help our customers understand customer needs, and how to win market share.