AppCrown
HQ Address
220-68 64th Ave, Oakland Gardens, NY 11364, United States
Website Address
Business introduction
The Hidden Integration Advantage
Better Integrations. Better Data. Better Practice.
Our RIA clients are better integrated, and growing faster than the competition
For 13++ years, Appcrown has been integrating multiple wealth management applications and multi-custodians into enterprise CRM (Salesforce).
Financial advisors using Appcrown’s integrations with Salesforce has 3x-5x greater productivity and lower CRM costs than any other wealth management firm.
AppCrown Solutions
AppGold
Brokerage commission and trade surveillance system built around CRM. Integrated reporting for real time transaction reporting for compliance and rep/advisor surveillance. Natively built and scaled into Salesforce.com....
business needs
view solutionFIASS
Financial integration as a service for financial institutions seeking a streamlined aggregation system that is cost effective and scalable. Aggregation of back office financial systems (assets, holdings, etc) into a central CRM. Middle office systems integrated into an enterprise CRM....
business needs
view solutionWealth Plus
Welcome independent RIAs. We have a straightforward goal: We’ll give you back an hour a day of your working time so that you can reinvest in growing your business. To achieve this goal, we have leveraged our in-depth knowledge of your space and built our business around the business of independent RIAs.......
