Wealth Plus App

AppCrown’s Wealth Plus App

AppCrown’s Wealth Plus App enables wealth management firms to customize and integrate their existing technology and CRM (e.g., Salesforce) to truly build their own independent wealth management firm; using the best of breed solutions from key industry providers (e.g., Salesforce CRM, Pershing, TD Ameritrade, Orion Advisor, Albridge, DTCC, and more).

The Wealth Plus System

Wealth management firms are created specifically to address specific needs across the niche of asset management and retirement planning. AppCrown gives wealth management firms the ideal system:

• Multi-Custodial (or clearing) integrations

• Direct new account opening system integrations with auto form management + eSignature

• Fee billing compliance and supervisory review systems

• Integrated front to middle office workflow

• Key wealth management integrations of 3rd party industry vendors

• Automated household and book of business view/ in depth insights

We value our partners at the end of the day. We seek to continuously enhance our integration work across the entire wealth management industry