AppCrown delivers unified Advisor-Client applications for financial advisors with deeply differentiated data integrations across multiple portfolio systems, planning systems and multiple custodians into Salesforce Financial Services Cloud
Founded by the former Chief Technologist of Thomson Financial and founder of digiTRADE (see here), AppCrown is the brand for integrating multiple portfolio management software, planning software, and custodians to drive integrated practice KPIs that support critical decision making.
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.
AppCrown Innovation - Defining Integrations for the RIA Market
Since 2010, AppCrown is the only managed integration company to be white labeled by a national RIA custodian (TD Ameritrade Institutional) to power independent RIAs to establish an integrated CRM platform that drives superior Advisor-Client experiences.
We lead the wealth & asset management industry as the leading managed integration provider for Practice Performance Data and Zero Touch technologies.
AppCrown is the platform to consolidate multiple independent RIAs
The Advisor Messaging Service
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Integrate Multiple Custodians, Portfolio & Planning Systems -
The Advisor Messaging Service - Integrate Multiple Custodians, Portfolio & Planning Systems -
