For Independent IRAs
Welcome Independent IRAs
AppCrown’s total integration platform is compelling. Our approach was different. We built our business around the business of Independent RIAs. We took an understanding to business processes advisors use daily to manage their firm.
For the first time, producers (i.e. advisors and registered reps) can use a single portal to perform all tasks such as client prospecting, client on-boarding, transaction processing, client monitoring, and client servicing activities.
We provide independent RIA’s to automate their work-intensive processes, allowing them to free more time towards building client relationships.
Time is the difference between a top tier RIA firm and its competition. We provide advisors with ability to have more time to build their practice. Advisors, now, have the uxury of efficient time management and automation of key workflows related to their practice.
Our results driven platform is proven. Since Access Financial Group began working with AppCrown’s Integration platform, new business has picked up 25% annually, and efficiency has doubled.
According to Mike Simmons, President, “The system is so efficient that it structures my time. I can conduct all of my prospecting in 2 hours a day and spend the rest of my time focusing on my clients’ business."
Please Click Here for a Presentation of Our Services
Please Click Here for Our Webinars
Welcome Independent IRAs
AppCrown’s total integration platform is compelling. Our approach was different. We built our business around the business of Independent RIAs. We took an understanding to business processes advisors use daily to manage their firm.
For the first time, producers (i.e. advisors and registered reps) can use a single portal to perform all tasks such as client prospecting, client on-boarding, transaction processing, client monitoring, and client servicing activities.
We provide independent RIA’s to automate their work-intensive processes, allowing them to free more time towards building client relationships.
Time is the difference between a top tier RIA firm and its competition. We provide advisors with ability to have more time to build their practice. Advisors, now, have the uxury of efficient time management and automation of key workflows related to their practice.
Our results driven platform is proven. Since Access Financial Group began working with AppCrown’s Integration platform, new business has picked up 25% annually, and efficiency has doubled.
According to Mike Simmons, President, “The system is so efficient that it structures my time. I can conduct all of my prospecting in 2 hours a day and spend the rest of my time focusing on my clients’ business."
Please Click Here for a Presentation of Our Services
Please Click Here for Our Webinars
