Our Integration Partners
The Integrated Wealth Management Cloud
Our innovation comes from creating client and firm analytics from the combined integration of custodian and industry applications
Portfolio accounting system for advisors. AppCrown integrates Orion into Salesforce CRM. AppCrown integrates comprehensive data elements from Orion, such as storing portfolio performance within Salesforce. This creates efficiencies that will affect advisors office, enabling them to streamline their operations.
AppCrown’s Envestnet integration covers integration of Envestnet financial data, and single sign on. AppCrown’s financial data integration service is able to bring various attributes of Envestnet data elements deeply into Salesforce CRM.
We’ve enhanced eMoney tremendously for CRM users. As advisors grow with planning, we’ve deeply integrated eMoney to track net worth, assets & liabilities, and deeply connect eMoney to client AUM analytics. This helps advisors truly develop their practice in a way that no other technology could provide.
TD Ameritrade offers their TD CRM solution, which is a combined development effort and solution with AppCrown. Since 2012, we’ve been building tremendous technology and turnkey integration solutions for TD Ameritrade customers. Please reach out for TD Ameritrade Institutional for a demo of this fine platform.
As one of the earliest partners for LaserApp and Salesforce CRM, AppCrown’s new account opening solution takes form automation and directly connects to the back office custodians or clearing providers. Give us an email and see this new account opening solution, you’ll be impressed with the level of customization you’ll be able to accomplish.
AppCrown’s Albridge integration is a daily integration into CRM. We are able to drill down to integrating Albridge reports and enable broker dealers to scale their technology back office into the front office. We often combine integration of Pershing and Albridge into CRM to deliver a unique user experience.
FIDELITY (NFS & IWS)
Since 2011, AppCrown has worked with Fidelity (NFS and IWS) to support custodian and clearing integrations for wealth management firms. Firms using Fidelity can benefit from the integration by immediately integrating into their CRM for new account opening workflows and client management dashboards.
AppCrown has enhanced the MoneyGuide Pro user experience. For those wanting to have planning connected with their CRM to generate business analytics, AppCrown is able to deeply merge MGP with Salesforce CRM to deliver a tailored wealth management solution.
PERSHING (PAS & CLearing)
Having been a partner for over 10 years, AppCrown connects Pershing in a significant manner. We integrate NETX360 into Salesforce CRM, along with annuity insights and Albridge - bringing a combined firm experience for both Pershing Advisor Service clients and Pershing Clearing customers. You’ll want to see this demo.
Annuity insights are a large and major issue for both independent and bank broker dealers. AppCrown facilitates rep/advisor insights through our REP Plus application and integration with DTCC for annuities. We are also able to integrate DST and commission systems to bring a comprehensive view of Rep/Advisor and client annuity insights.
AppCrown facilitates the streamlining of new account opening with DocuSign and combining this with LaserApp for a straight through processing. This is visible in our workflow app. For those of you who wish to finally centralize and organize your administration work, give us a call. You’ll be glad you saw the AppCrown workflow app.