MyCustody App
functions & Features
AppCrown’s MyCustody App enables independent wealth management firms to integrate their custodian (or multi-custodian) provider into their CRM system (e.g., Salesforce.com). MyCustody App is a sophisticated custody financial data integration and financial data aggregation solution that brings wealth management firms the ability to have the following value-add benefits:
Direct integration of Salesforce Financial Services Cloud (“FSC”) and Salesforce Lightning with their custodian provider (e.g., TD Ameritrade Institutional, Charles Schwab Advisor Services, Fidelity and Pershing Advisor Services);
Client AUM tracking and profiling analytics, built to enhance customer insights (both prospects and existing customers);
Net Worth Management & Tracking Solution: helping independent wealth management firms track client assets and keep a historic net worth management solution
Our Mission
Wealth management has been the DNA of this firm and it’s founder since the very beginning. Starting in 1994, Ted Tsung created digiTRADE Inc., the worlds first online stock trading platform (well before FinTech was apart of the investor lexicon). By 1999, the Thomson Family acquired digiTRADE, becoming a key technology within Thomson Reuters.
Fast forward today, AppCrown is a different type of innovation. Many advisor technology solutions do not integrate well and does not reflect the independent (and often unique) ways of how RIAs conduct their business. AppCrown was created to solve this unique purpose.
Taking on Real
Tech & Ops Issues
"The biggest problems I’ve seen with wealth management firms is the lack of ability to track all aspect of client interaction. This is very difficult to accomplish. Without the right integrated technology, it is a very fragmented view. Multiplied by a large firm with multiple advisors, it becomes nearly impossible."
— Ted Tsung, AppCrown CEO
Wealth Management Cloud Elements
AppCrown’s Integrated Wealth Management Cloud has identified key Elements that fuel wealth management firms. Our wealth management cloud addresses these Elements:
Household Level Details
Individual Level Details
Holder/Beneficiary Details
Portfolio Level Details
Financial Account, Holdings & Attribute Details
Account Profile Attributes & Compliance Details
Transaction Compliance & Bookkeeping Monitoring
Cash Management Monitoring
The following is our Gallery Map of Solutions.
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