The Crown for All Business Processes is Connecting Apps
AppCrown helps wealth managements consolidate their business and acquired firms by bringing together detailed industry data from different systems and custodians into Salesforce.
A premium service, wealth management firms use AppCrown to create integrated practice data and digital workflow solutions that improve profitability and extend client coverage.
Founded by the former Chief Technology Officer of Thomson Financial, AppCrown has been the brand name and leader for portfolio systems + custody + planning software integrations into Salesforce.
Since 2010, AppCrown has delivered integrated practice data and analytics by having solved the integration dilemma with an integration infrastructure (turnkey) that consolidates multiple portfolio management systems, multi-planning software systems, and multi-custodian systems into Salesforce Financial Services Cloud.
No Code. No Setup costs. Industry Supported.
How Does AppCrown Enhance The Practice?
On average, AppCrown helps our RIA clients save & prevent nearly $250,000 in consulting costs spent on Salesforce implementation. Many consultants approach independent wealth management firms with a custom development effort to scale the practice. AppCrown’s integration infrastructure and managed services help support client’s with immediate outcomes and near-turnkey Salesforce implementations.
AppCrown is the only managed integration company to be white labeled by a national RIA custodian (TD Ameritrade Institutional).
We lead the wealth & asset management industry as the leading managed integration provider for Practice Performance Data and Zero Touch technologies such as turnkey integrations of multi-custodian, planning and portfolio systems into Salesforce.
The Advisor Messaging Service
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Integrate Multiple Custodians, Portfolio & Planning Systems -
The Advisor Messaging Service - Integrate Multiple Custodians, Portfolio & Planning Systems -
Popular Integrations That Drive AppCrown’s Advisor Messaging Service
SCHWAB INSTITUTIONAL
AppCrown integrations Schwab Masters into Salesforce (combined with Portfolio Systems) - Turnkey and within 24hrs
BLACKDIAMOND WEALTH PLATFORM
AppCrown integrates BlackDiamond (bi-directional capability) financial data, model data etc, into any Salesforce Financial Services Cloud, turnkey and no-code
ENVESTNET TAMARAC AND MONEYGUIDE PRO
AppCrown integrates critical Envestnet products into Salesforce (Tamarac, MoneyGuide Pro), which includes (ALL) Tamarac Bulk Reports, MoneyGuide Pro (Bi-Directional) integrations
ORION ADVISOR
AppCrown integrates Orion Advisor into ANY Salesforce Financial Services Cloud, where Salesforce is acquired from Salesforce directly; AppCrown supports full bi-directional Orion connectivity
(Partner Link Here)
FIDELITY INTEGRATIONS
AppCrown integrates the Fidelity custody and clearing into Salesforce (turnkey) where all data resides within the CRM system. We can be found in the Fidelity integration exchange
PERSHING & ALBRIDGE INTEGRATIONS
AppCrown (since 2010) has been integrating Pershing and Albridge, turnkey, into enterprise CRM systems such as Salesforce. All data is processed seamlessly within 24hrs and turnkey into any Salesforce instance
eMoney - Basic
Since 2010, working with Edmond Walters (founder of eMoney), AppCrown provides turnkey eMoney integrations into Salesforce; processing financial data, holdings from eMoney into CRM, alongside SSO capabilities from the Salesforce household
eMoney Advanced
For RIAs subscribing to eMoney APIs, AppCrown has advanced eMoney integrations that connects planning systems together with Salesforce Financial Services Cloud to establish a Household 360 view of plan, portfolio, custodian and CRM activities
