AppCrown is the managed services company delivering AI-Integration Infrastructure and AI-Driven Data Normalization for independent wealth management
We turn fragmented data into actionable decisions across wealth management
insights come from AppCrown’s Integration platform
Founded by the former Chief Technologist of Thomson Financial and founder of digiTRADE (see here), the inventor of online brokerage & trading, 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 built and established deep integration infrastructure across multiple portfolio systems, financial planning software systems and multiple 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 AI Operating System to Lower Operating Costs for Wealth Management
