About Us

Winning The Future Means Having the Best Key Performance Indicators that Matter

The world is being measured. Key Performance Indicators ("KPIs") are the future for any organization and for any management team. In the sea of firms providing KPIs, few understand the ability to consider the combination of shareholder interest, management interest, and customer interest into a comprehensive KPI solution that helps guide the business through competitive markets and market disruption.

Franklin founded FutureKPIs to help originate critical key performance indicator that matter. CEOs and founders need to measure their firm to ensure relationship coverage ratio can scale with Assets Under Management and existing staff.

Franklin Tsung, Founder & CEO

Since 2007, Franklin has been an independent executive operating as both an institutional advisor to institutional financial sponsors, and active CEOs across various industries. Transaction history dates to 2007-2008, acting as principal and advisor across the subprime mortgage crisis; Franklin was effective in creating securitization swaps

Competition Specialist

For nearly 15 years, Franklin has been advising executives to craft competitive go to market strategies across wealth & asset management. We have seen the industry evolve since 2010-present, and have worked with nearly 3,000 RIAs. Our work started with advising Mercer on it's restructuring (see here) and then TD Ameritrade Institution with it's entire RIA CRM offering (see here).

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Strategic Foresight

Franklin has been at the forefront for wealth management innovations, particularly integration trends. Since 2010, Franklin has created integration infrastructure and integration protocols with major custodians, portfolio systems and planning systems. There are few executives that rivals Franklin in both hands on experience and tenure in creating substantial integration infrastructure playbooks across wealth & asset management.

Thoughtful Competition with Aggressive Execution

Franklin has seen various integration trends play out across the market place, and has been responsible for creating integration strategies for major wealth & asset management providers. From our hands on experiences, wealth & asset management firms need to have a repeatable and effective way to measure their success. We take an institutional approach to the independent wealth & asset management market, bring enterprise level offerings into the independent arena.

Seasoned Executive with 15+ Years of Experience

Since 2010, Franklin held the foresight that integrations mattered and there needed to be deep integrations that spanned various operational aspects for wealth & asset management. FutureKPIs is a culmination of a 15 year effort to establish a global KPI management solution with deep integrations.

Tenured Reputation for Foresight and Competition

In his 20s, Franklin had advised AppCrown LLC, founded by his father (Ted Tsung, former CTO of Thomson Financial), and spearheaded the creation of the leading integration infrastructure company servicing the independent RIA market segment.

Modern Success in Positioning Our Customers for Global Reach

Case Study - AppCrown LLC.

Over the last 15 years, AppCrown became the leading integration infrastructure for independent broker dealers, independent RIAs, IARs, and bank brokerage divisions. Presently, AppCrown supports nearly 3,000 customers, representing over $425B of AUA that is integrated into the CRM (Salesforce) on a daily basis.