AppCrown’s Lightning Platform, built on Salesforce lightning, is one of the fastest growing and widely adopted enterprise CRM solution. Since 2006, AppCrown has been the first provider the first provider of wealth management CRM to the RIA industry and bank broker dealers.

AppCrown’s Lightning Platform also transforms generic Salesforce offerings into personalized and highly customized wealth management offerings. We believe in a personalized and highly integrated approach; this helps our clients differentiate and become unique.

Today, AppCrown has continued the innovation and been leading the CRM industry for financial services. We processes over $100 Billion per day in Assets Under Management (AUM), over 4,000+ customers and processing hundreds of millions of records per day.

Wealth Management businesses will be able to dive directly into

  • Beneficiary & Holder Analytics - urgent need for private banks, bank wealth management, and financial institutions

  • Turnkey Wealth Management Asset & Financial Data Aggregation - bringing in direct and held away assets into the AppCrown Lightning Platform transforms a generic (unconnected) Salesforce Lightning and Financial Services Cloud into an embedded solution that immediately delivers results and insights for your organization

  • Turnkey Wealth Management App Integrations - AppCrown’s enhanced our turnkey integration engine to perform on SFDC Lightning and SFDC Financial Services Cloud. If you’re a large RIA, a retail bank, a bank broker dealer or simply any wealth management business using SFDC, you’ll be able to immediately “make it all work” and connect your technology providers together.