App360 - THe definition of industry data

When CRM no longer behaves as CRM, the independent practice flourishes and obtains scale across all aspects of the business. App360 is a comprehensive integration service that transforms CRM into a consolidated practice data warehouse for wealth & asset management firms.

What Advantages Does This Provide?

Most RIAs do not have comprehensive financial data (multi-custodian) integrations into their Salesforce Financial Services Cloud let alone planning software integrations. AppCrown scales this entire process through our integration infrastructure built specifically for RIAs using Salesforce: the ability to have turnkey integrations without the costs of building an in-house software development staff.

To learn more, please email: sales@appcrown.com