Solution introduction
Scale your independent advisory firm without scaling headcount
Built for growing independent RIAs, AdvisorForce gives your firm the operational leverage to serve more clients, win more prospects, and run a tighter operation — all powered by unified financial data in Salesforce
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, advisors can identify opportunities, segment prospects, and act on signals — all from within Salesforce.
Internal operations scale
As your firm grows, your internal operations need to scale without proportional headcount growth. AppCrown's data infrastructure gives your team the leverage to serve more clients at higher quality.
