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For Independent RIAs
Welcome
Independent RIAs
We have a straightforward goal: We’ll give you back a hour a day of your working time, so that you can reinvest in growing your business.
To achieve this goal, we have leveraged our in-depth knowledge of your space and built our business around the business of Independent RIAs. The result? For the first time, advisors and registered reps have the ability to perform in real-time through a single portal core tasks, such as client prospecting, client on-boarding, transaction processing, client monitoring, and client servicing activities.
What does it mean to you? AppCrown’s platform was conceived to empower you to achieve two critical and strategic goals towards your success:
- Fully automate workflows and repetitive, time consuming and error prone tasks and, concurrently, structure your work schedule in a more efficient manner
- Reduce paperwork handling time and invest your re-gained time in practice building activities like client servicing and prospecting
Skeptical? In the words of our client Access Financial Group, Inc., “Since we have implemented AppCrown’s Integration platform, new business has picked up at a 25% annual rate and overall practice efficiency has doubled.”
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