Our Story
Until 2006, our CEO, Ted Tsung, served as Chief Technology Advisor for Thomson Financial. In that capacity, he spearheaded the development of technology solutions exclusively for broker dealers and RIAs.

Leveraging that expertise, Ted moved to launch his own venture, TwoDimensions Technology, a firm focused on sales and technology. TwoDimensions licensed its integration technology and service to E*Assist LLC., a sales and marketing company, which brought significant technology integration innovation to the financial services community through much of 2009.

During this time, TwoDimensions shifted its focus to servicing integration technology and forging numerous strategic partnerships with leading financial software providers. Concurrently, it partnered with Salesforce.com, the world’s largest Customer Relationship Management (CRM).

Having gathered significant traction and experienced significant growth, TwoDimensions decided to abandon its OEM role and, in September 2009, proceeded to launch AppCrown LLC, to execute its vision. Widely recognized in the financial services industry as innovator and agent of change, AppCrown has become the leading provider of integrated solutions to U.S. broker-dealers and RIA firms

What Do We Do?
AppCrown provides a comprehensive solution to develop the business of broker/dealers, independent RIAs, and R/Rs. Broker/dealers are able to grow their enterprise value through AppCrown strategic implementation and applications.

How Do We Do it?
At AppCrown, we work with the client, developing an overview of the technology solutions that you use to run your business. This typically includes 3rd party financial software from financial planning, portfolio analytics, document storage, or access to your custodian/clearing technology.

We have the glue to connect all these independent applications through one portal allowing advisors single-sign-on access to these various applications via a single web-based workstation.

What is Integration?
Integration allows users the capability for single-sign-on to various 3rd party financial software applications through a single portal. Lets say I am using TD Ameritrade as my custodian (utilizing their Veo® platform), and have Albridge for data aggregation and performance reporting. Our integrated solution allows the advisor to log into one CRM platform, and to view account details in Veo with a click of button, display Albridge performance reports, then log a call all from a contact record.

Our Strategy
Strategically, AppCrown’s Integration service was built on Salesforce award winning Force.com’s cloud computing model. This decision allowed the business to leverage a billion dollar CRM company and services available for our customer. The partnership with Salesforce.com allows clients to receive the benefits of a global infrastructure at a low cost.



Introducing AMOD
The difference between a top producer and its peer is the ability to spend more time with the client, making potentially more compared to their competitor. As such, AMOD or AppCrown Management on Demand, was created to service and engineer the best workflow management solutions for investment management firms such as broker/dealers and independent RIAs.

AppCrown is proud of its entrepreneurial mindset and the understanding of the broker-dealer, RIA and R/R business. Our dedication to results comes from understanding and compassion. We have built a business not only around technologists but financial professionals who understand our clients’ business.

We Are Your Practice Management Implementer