Built to Scale: Centralized Integration Service for Financial Data and Practice Management into Salesforce
Engineering one integration for multiple systems into a unified CRM platform is the crowning achievement for wealth management firms.
AppCrown is the integrated financial data & CRM engineering company delivering one integration for multiple silo’d back office systems and applications into Salesforce.
AppCrown offers guaranteed multi-custodial, multi-portfolio and multi-planning system integrations into Salesforce Financial Services Cloud.
Founded by the former Chief Technologist of Thomson Financial, AppCrown has been the brand name and leader for portfolio systems + custody + planning software integrations into Salesforce.
Since 2010, AppCrown has been extensively integrating significant wealth management platforms and custodians into Salesforce.
Our emphasis on true delivery and outcomes sets us apart in the industry.
No Code. No Setup costs. Industry Supported.
Delivery Based Relationship
On average, AppCrown helps our RIA clients save & prevent nearly $250,000 in consulting costs spent on Salesforce implementation. Many consultants approach independent wealth management firms with a custom development effort to scale the practice. AppCrown’s integration infrastructure and managed services help support client’s with immediate outcomes and near-turnkey Salesforce implementations.
AppCrown is the only managed integration company to be white labeled by a national RIA custodian (TD Ameritrade Institutional).
We lead the wealth & asset management industry as the leading managed integration provider for Practice Performance Data and Zero Touch technologies.
The Advisor Messaging Service
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Integrate Multiple Custodians, Portfolio & Planning Systems -
The Advisor Messaging Service - Integrate Multiple Custodians, Portfolio & Planning Systems -
