Future Advice Analytics for the Independent RIA and Financial Sponsor(s)

Advisory Analytics

In partnership with AppCrown’s financial data processing and integration hub (see here), Future Advice provides any RIA firm (regardless of CRM choice), the capabilities to integrate multi-custody platforms and portfolio management systems to track independent practice analytics, from household and transaction (cash in/ cash out) data to combined investment model vs. IPS vs. Household Net Worth vs. Individual Net Worth analytics to drive client KPIs and firm-wide client risk management decisions.

Future Advice analytics also pin points and determines “where” and “how” the independent practice won customers.

Creating the Right Platform

While there are many independent Registered Investment Advisors (“RIA") across the ecosystem, only a select few are unique and capable of transforming into a true "platform”.

Having worked with nearly 3,000 RIAs (since 2010s), Future Advice collates all the best practices that has helped RIAs grow from $100MM to $3B (organically), into concise and curated “growth playbooks” for financial sponsors with RIAs as a core portfolio company.

These strategies maximize the cash sweep model, optimizes the client service life cycle and organically enriches the entire relationship (new customer) acquisition process, resulting in superior EBIT performance.

Uniquely Advantageous Perspectives for Financial Sponsors

Since 2010, Franklin Tsung has held a unique perspective regarding financial advisors, wealth management, and their need to create a superior practice through an integrated service & technology framework (see here).

By 2023, Franklin’s perspectives has contributed to many RIA’s growth (both organically and inorganically) with strategic M&A advisory to support these efforts. We take these insights and provide financial sponsors with a unique approach that helps their portfolio companies become superior GP/LP case studies.

For financial sponsors, reasons for finding time with Future Advice might involve scenarios such as:

  • How do we organize and find true scale across our technology vendor systems? How might they best come together to lower OpEx while increasing throughput across the entire client service life cycle?

  • Where are the synergies for these RIAs and how do we mange them yet enable these acquired entities to operate independently as they’ve always done?

  • What operational levers and balance sheet maneuvers are available for our management team?