AppCrown
HQ Address
220-68 64th Ave, Oakland Gardens, NY 11364, United States
Website Address
Business introduction
AppCrown AdvisorForce, the integrated data engine for wealth & investment management
The platform that unifies your custodian data, automates compliance workflows, and gives your team the infrastructure to scale — without the operational overhead
The financial data platform built for advisors and investment managers who demand institutional-grade infrastructure.
AppCrown Solutions
AdvisorForce AI
Four integration layers, one unified platform AdvisorForce AI sits at the center of your technology stack, connecting every critical system and transforming fragmented data into actionable intelligence. Custodian integration Real-time account data, holdings, and transactions from Schwab, Fidelity, Pershing, and Goldman Sachs Advisor Services. Portfolio management Unified performance data from Orion, Tamarac, Addepar, and Black......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
AppCrown AdvisorForce
Investment operations scale Eliminate the manual data work that slows your investment team. AppCrown automates data flows between your portfolio systems, custodians, and Salesforce — so your ops team spends time on decisions, not data entry. Digital prospecting Turn your Salesforce CRM into a prospecting engine. With complete financial data in one place,......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
