Integration implies the concurrent availability of all needed data and information. In its purest sense, it enables core systems like portfolio accounting, Client Relationship Management (CRM), financial planning and documents storage solutions to work in synchrony, as they were a single application.
Integration grants advisers and broker/dealers instant access to all client data eliminating the need to jump between separate applications with different log ins and passwords. Ultimately, true integration translates in the ability to display on-demand a client's entire position on a single screen.
Our Integration approach is what sets us apart from our competitors, as it is backed by a powerful symbiosis of technology and an in-depth understanding of how to run and grow an investment management firm.
AppCrown offers the most comprehensive financial data integration into Salesforce.com's CRM. Our technology seamlessly integrates with best-of-breed data and service providers, including:
Custodians
Clearing firms
Data aggregators
Portfolio management and financial planning tools
Investors' specific financial data is merged within their CRM master record. For one of our current clients, we have completed an installation that ingested over 50 million data points a day into saleforce.com.
AppCrown has developed a simple and intuitive approach designed to automate tasks, remove redundancies, eliminate errors and duplications and, ultimately, make advisors' life easier and help them maximize their CRM's return on investment.
By leveraging AppCrown's platform RIAs, broker/dealers and wealth managers can concentrate their attention and efforts on building their businesses while the compliance and operating teams can support their growth.
