Founder & CEO - AppCrown LLC
Ted Tsung - The father of online brokerage & fintech
Ted Tsung is an established executive within wealth management. Since 1994, Ted’s name has been synonymous with fintech, inventing and creating the first online stock trading platform. digiTRADE enabled the first stock trade to occur online, and responsible for building such brands such as TD Waterhouse, Scottrade, Pershing, and more. Back then, digiTRADE was used by some of the country's most prestigious securities firms, banking institutions, mutual fund companies and clearing firms. These financial institutions included Bank of America, Bear Stearns, Chase Manhattan, Chubb, CitiBank, Dreyfus, First Union, Norwest, LPL Financial, New York Life, T. Rowe Price and Wexford Clearing Services. The company was acquired by the Thomson Family, becoming a critical technology across Thomson Reuters Wealth Management solutions.
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.