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Introduction to Our Solutions
Our Integration approach is what sets us apart from our competitors, as it is powered by our in-depth understanding of your business and in particular 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 provides the advisor with one place to find any information on their client - in that client's record! We have developed a simple & 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 and wealth managers can concentrate their attention and efforts on building their businesses while the compliance and operating teams can support their growth while demonstrating effective implementation of the firm's policies and procedures.
MANAGEMENT ON DEMAND
Welcome to
AMOD
AMOD, or AppCrown Management on Demand, was
developed in 2009 to meet our client’s request for a “best
practices” in managing their business.
AMOD is our think tank for broker-dealers and
registered investment advisors. We have recruited a team of
experienced professionals who have the history of working and
leading national broker-dealers and financial institutions. We
have developed proprietary and scalable firm processes that are
customizable for broker-dealers of all sizes or an independent
advisory with over $100 million AUM.
For more information on AMOD,
please contact Franklin Tsung at
Franklin.Tsung@appcrown.com
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