AppCrown for RIAs

WE SOLVE THE NEED FOR RIAS TO INTEGRATE SYSTEMS INTO SALESFORCE FSC

Since 2008, AppCrown has been building and maintaining the integrations of multiple systems into Salesforce, enabling RIA’s to transform their CRM (e.g., Salesforce) experience into an integrated hub for practice management.

AppCrown scales all integrations into CRM for wealth management firms. RIAs utilize AppCrown to connect multi-custodian and multi-application data into enterprise platform’s such as Salesforce Financial Services Cloud.

RIAs can expect to have their financial planning software (e.g., eMoney, MoneyGuide Pro), and custodians (Schwab, Fidelity, Pershing, SEI, Raymond James, RBC) connected and integrated into CRM to manage operations & scale client servicing.