The Crowning Moment of CRM is the Advisor-Client Messaging Service
AppCrown consolidates multi-custodian, planning and portfolio systems into Salesforce to deliver the industry’s leading advisor messaging service.
The Advisor Messaging Service
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Integrate Multiple Custodians, Portfolio & Planning Systems -
The Advisor Messaging Service - Integrate Multiple Custodians, Portfolio & Planning Systems -
Popular Integrations That Drive AppCrown’s Advisor Messaging Service
SCHWAB INSTITUTIONAL
AppCrown integrations Schwab Masters into Salesforce (combined with Portfolio Systems) - Turnkey and within 24hrs
BLACKDIAMOND WEALTH PLATFORM
AppCrown integrates BlackDiamond (bi-directional capability) financial data, model data etc, into any Salesforce Financial Services Cloud, turnkey and no-code
ORION ADVISOR
AppCrown integrates Orion Advisor into ANY Salesforce Financial Services Cloud, where Salesforce is acquired from Salesforce directly; AppCrown supports full bi-directional Orion connectivity
(Partner Link Here)
FIDELITY INTEGRATIONS
AppCrown integrates the Fidelity custody and clearing into Salesforce (turnkey) where all data resides within the CRM system. We can be found in the Fidelity integration exchange
eMoney - Basic
Since 2010, working with Edmond Walters (founder of eMoney), AppCrown provides turnkey eMoney integrations into Salesforce; processing financial data, holdings from eMoney into CRM, alongside SSO capabilities from the Salesforce household
PERSHING & ALBRIDGE INTEGRATIONS
AppCrown (since 2010) has been integrating Pershing and Albridge, turnkey, into enterprise CRM systems such as Salesforce. All data is processed seamlessly within 24hrs and turnkey into any Salesforce instance
eMoney Advanced
For RIAs subscribing to eMoney APIs, AppCrown has advanced eMoney integrations that connects planning systems together with Salesforce Financial Services Cloud to establish a Household 360 view of plan, portfolio, custodian and CRM activities
ENVESTNET TAMARAC AND MONEYGUIDE PRO
AppCrown integrates critical Envestnet products into Salesforce (Tamarac, MoneyGuide Pro), which includes (ALL) Tamarac Bulk Reports, MoneyGuide Pro (Bi-Directional) integrations
