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
Portfolio Level Details
Financial Account, Holdings & Attribute Details
Account Profile Attributes & Compliance Details
Transaction Compliance & Bookkeeping Monitoring
Cash Management Monitoring