Institutional-grade earnings management, consolidation intelligence, and capital markets connectivity — purpose-built for Independent RIAs and Private Equity Sponsors.
ManagementForce Capital Markets Transaction Overview
From wealth management data to capital markets
Layer 04 · Capital markets network
Investment banks
Private equity
Institutional credit
Buy-Side Negotiations with Digital Advantages
Live earnings data and governed diligence materials give buyers a structural edge at every stage of negotiation.
Real-Time RIA Consolidation Across Fragmented Industry
Unified earnings intelligence across disconnected RIA platforms — enabling PE sponsors to consolidate at scale without manual reconciliation.
Institutional Earnings Reports
Continuously updated, structured earnings scorecards formatted for institutional capital partners — investment committees and LPs receive governed data, not manually assembled PDFs.
Revenue Management Intelligence
Advisor-level revenue, AUA roll-forwards, Net New Assets, and fee analytics surfaced in real time — supporting monitoring fee justification and platform-level performance decisions.
M&A Data Advantages
Live, governed earnings and revenue data pre-populates the ManagementForce VDR — giving acquirers and targets a shared, current information layer that compresses diligence timelines and strengthens valuation narratives from first engagement.
Layer 03 · Two-sided VDR & deal management
ManagementForce
Earnings and revenue data populated through deep integrations — buy side and sell side transact on live, governed information.
Buy side
Diligence-ready
Sell side
Transaction-ready
Layer 02 · Integration infrastructure
AppCrown
Layer 01 · Underlying platform
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud and AppCrown are required underlying systems for ManagementForce. ManagementForce is a capital markets transaction layer — it does not compete with Salesforce or AppCrown. ManagementForce is not affiliated with, endorsed by, or related to Salesforce, Inc. in any way.
The ManagementForce VDR connects directly to portfolio systems through AppCrown and Salesforce FSC — continuously populating four critical reporting streams without manual assembly.
ManagementForce Integrated VDR
Portfolio systems → governed reporting outputs
Portfolio system inputs
Custodian feeds
Portfolio accounting
Planning systems
Financial accounts
Reporting outputs delivered
Earnings Management
Advisor-level and firm-level earnings scorecards continuously updated from live portfolio data — structured for PE investment committee review and LP reporting without manual reconciliation.
Net New Asset Reporting
Inflows, outflows, and net new asset flows tracked at the advisor, household, and platform level — giving PE sponsors a real-time view of organic growth momentum across the RIA portfolio.
AUM Roll Forward Reporting
Beginning AUM, contributions, withdrawals, market appreciation, and ending AUM reconciled across every period — the structured roll-forward institutional buyers require for diligence and valuation.
Business Performance Tracking
Advisor productivity, client retention, revenue per household, and platform-level KPIs tracked continuously — supporting monitoring fee justification, consolidation decisions, and exit readiness.
All four reporting streams are populated from the same governed data layer — no parallel spreadsheets, no manual assembly, no version conflicts between what the RIA owner sees and what the PE sponsor reviews.
The ManagementForce Vision
Today's RIA ecosystem runs on disconnected systems. ManagementForce unifies portfolio data, earnings reporting, and capital markets workflows into a single governed layer.
Today
Reactive, point-in-time preparation
Data siloed across custodians, CRMs, and spreadsheets.
Quarterly close processes that take weeks, not hours.
No standardized earnings profile for capital markets engagement.
With ManagementForce
Connected, governed, and permissioned
A governed data layer that transforms raw portfolio inputs into institutional-grade intelligence.
Connected source systems
Aggregated from all major custodians.
Unified client and revenue data.
Performance and allocation data.
Governed management context
Governed intelligence layer
Authorized capital partners
Institutional-grade earnings profiles.
Real-time organic growth tracking.
Governed AUM reconciliation.
PE-ready performance analytics.
One governed layer. Every capital markets workflow.
Industry Transformation
Private equity is accelerating RIA M&A at an unprecedented pace. Firms that can demonstrate institutional-grade earnings and governance will command premium valuations.
Today
Manual processes delay capital markets readiness.
Inconsistent data undermines PE diligence.
Buyers can't assess earnings quality at speed.
With ManagementForce
Institutional reporting available on demand.
Standardized data PE sponsors can trust.
Statistical earnings quality scoring for every firm.
ManagementForce is the infrastructure layer that makes RIA consolidation scalable.
The Platform
Built on Salesforce Financial Services Cloud, ManagementForce delivers a purpose-built capital markets transaction platform for the RIA ecosystem.
Layer 03 · Decision intelligence
ManagementForce
Orchestrated multi-decision intelligence for executive management.
Management orchestration
Omni-decision management intelligence and integrated business reporting
Unifies third-party systems, AppCrown, and Salesforce into one management interaction layer with connected business views.
Layer 02 · Data and integration infrastructure
AppCrown
The data and integration infrastructure built for complex wealth management data.
Layer 01 · Trusted data foundation
Salesforce Financial Services Cloud
Orchestrated through AppCrown
AppCrown's integration infrastructure connects Salesforce Financial Services Cloud with the systems that shape how a wealth management firm performs. ManagementForce organizes that context into a decision layer for leaders.
Portfolio
Client, asset, and allocation context.
Finance & operations
Performance, capacity, and execution signals.
People & HR
Workforce readiness and organizational visibility.
Advisor performance
Relationship, pipeline, and growth intelligence.
All connected through Salesforce Financial Services Cloud—so management teams can anticipate decisions, not just report on them.
Layer 04 Capabilities
Capital strategy
Structured negotiation workflows with institutional data backing every position.
ManagementForce turns cross-functional data into a shared operating conversation—without asking leaders to manage another disconnected reporting layer.
Capital strategy
Live consolidation tracking across the full acquisition pipeline.
Capital strategy
PE-grade earnings profiles generated from governed data.
Capital strategy
Recurring revenue composition and quality analytics.
Capital strategy
Proprietary data signals that accelerate diligence and close timelines.
ManagementForce serves Independent RIAs preparing for a capital markets event and the Private Equity sponsors acquiring them.
For Independent RIAs
Become Institutional-Ready
Institutional Earnings Profile
Generate a PE-grade Digital QoE that positions your firm for premium valuations.
Governed AUM Reporting
Standardized AUM roll forward and net new asset reporting that buyers trust.
Capital Markets Connectivity
Direct introductions to PE sponsors, investment banks, and strategic buyers.
For PE Sponsors
Accelerate RIA Consolidation
Real-Time Consolidation Tracking
Live visibility across every firm in your acquisition pipeline.
Earnings Quality Intelligence
M-Score analytics and revenue composition data for every target.
Synergy Monitoring
Post-close synergy tracking against the original investment thesis.
One platform. Two audiences. Every capital markets workflow.
Private equity sponsors acquiring RIAs face a fundamental challenge: the firms they are buying don't speak the institutional data language PE requires.
The Problem
RIAs Aren't Built for PE Diligence
Most RIAs run on retail-grade systems that cannot produce the earnings profiles, AUM reconciliations, or revenue quality analytics that PE sponsors need to underwrite acquisitions at scale.
The result is slow diligence, compressed timelines, and valuation uncertainty — on both sides of the transaction.
The Solution
ManagementForce Bridges the Gap
Institutional-grade Quality of Earnings produced from governed data — not spreadsheets.
Ongoing post-close earnings tracking against the acquisition model.
Real-time synergy realization monitoring across the consolidated platform.
Statistical risk scoring that surfaces earnings quality signals before diligence begins.
ManagementForce turns RIA consolidation from a data problem into a competitive advantage.
Leadership
Founder & CEO, ManagementForce
$7B+ PE Advisory | ~$450B AUA AppCrown Support
Franklin Tsung brings deep capital markets and wealth management operating experience to ManagementForce. With a track record spanning $7B+ in PE advisory transactions and platform support for approximately $450B in AUA through AppCrown, Franklin built ManagementForce to solve the institutional data gap that slows RIA consolidation and limits capital markets access for independent firms.
Blackcrown Inc.
CEO since 2006 · Private equity advisory
AppCrown LLC
Chief Growth Officer · Enterprise data integration
ManagementForce
CEO · Management decision intelligence
Capital Markets Transaction Platform
Institutional-grade earnings management, consolidation intelligence, and capital markets connectivity — purpose-built for Independent RIAs and Private Equity Sponsors.
Explore the Platform