Our Mission

Wealth management has been the DNA of this firm and it’s founder since the very beginning.

AppCrown is a different type of innovation. Traditional advisor technology solutions does not integrate well and does not reflect the independent (often unique) ways of how RIAs conduct their business. AppCrown was created to solve this unique purpose.

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

 

 
 
 
 
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