What Does AppCrown Migrate?
We recognize advisors are actively engaged and building their business with independent technology solutions. Just as well, we recognize CRM is such a key and important solution. AppCrown helps wealth management firms migrate from their existing system to the AppCrown integrated Wealth Management Cloud.
For advisors already on Salesforce.com CRM, our wealth management cloud installs directly into your Salesforce CRM.
For advisors using other legacy systems such as ACT!, Gorilla CRM, RedTail, Junxure, Goldmine, and more, we leverage our proprietary data migration platform to streamline and quicken the data migration efforts. This is a heady process, and we aim to make technology simple, easy and enjoyable.